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JPM Diversified RET Intl EQ (JPIN)

CUSIP: 46641Q209 | NYSE | 418 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC279,689
0.0% of portfolio›$20.4M
RHS Financial, LLC60,358
1.5% of portfolio›$4.5M
MCF Advisors LLC39,858
0.1% of portfolio›$2.9M
Mendel Money Management26,786
0.7% of portfolio›$2.0M
AlphaCore Capital LLC21,007
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.20,384
0.0% of portfolio›$1.5K
Sherman Wealth Management LLC19,090
1.0% of portfolio›$1.4M
Apella Capital, LLC16,906
0.0% of portfolio›$1.2M
Concurrent Investment Advisors, LLC16,045
0.0% of portfolio›$1.2M
LexAurum Advisors, LLC14,586
0.1% of portfolio›$1.1M
Spire Wealth Management13,953
0.0% of portfolio›$1.0M
RVW Wealth, LLC13,907
0.1% of portfolio›$1.0M
Stonehearth Capital Management, LLC13,767
0.3% of portfolio›$1.0M
Kathmere Capital Management, LLC13,698
0.0% of portfolio›$1.0M
Independent Wealth Network Inc.13,314
0.2% of portfolio›$982.7K
Vise Technologies, Inc.11,307
0.0% of portfolio›$834.5K
Kestra Private Wealth Services, LLC10,430
0.0% of portfolio›$769.8K
Farther Finance Advisors, LLC8,192
0.0% of portfolio›$604.6K
Kestra Advisory Services, LLC8,080
0.0% of portfolio›$596.4K
Gimbal Financial7,946
0.3% of portfolio›$586.5K
Worth Financial Advisory Group, LLC7,240
0.2% of portfolio›$534.3K
Lodestar Private Asset Management LLC6,619
0.0% of portfolio›$488.5K
MN Wealth Advisors, LLC5,970
0.2% of portfolio›$440.7K
Daymark Wealth Partners, LLC5,201
0.0% of portfolio›$383.9K
Commonwealth Equity Services, LLC4,954
0.0% of portfolio›$365.7K
Trilogy Capital Inc.3,929
0.0% of portfolio›$290.0K
MLG Wealth Management DBA Pine Grove Financial Group3,922
0.0% of portfolio›$289.5K
Facet Wealth, Inc.3,579
0.0% of portfolio›$264.1K
3Chopt Investment Partners, LLC3,258
0.0% of portfolio›$240.5K
RFG Advisory, LLC2,798
0.0% of portfolio›$206.5K
Assetmark, Inc1,374
0.0% of portfolio›$101.4K
Lodestone Wealth Management LLC1,356
0.0% of portfolio›$100.0K
GK Wealth Management LLC936
0.0% of portfolio›$69.1K
IFP Advisors, Inc732
0.0% of portfolio›$54.0K
EverSource Wealth Advisors, LLC409
0.0% of portfolio›$30.2K
John Boyer, Inc.320
0.0% of portfolio›$23.6K
SYM Financial Corp235
0.0% of portfolio›$17.3K
Kingdom Financial Group Llc.79
0.0% of portfolio›$5.8K
Richards, Merrill & Peterson, Inc.52
0.0% of portfolio›$3.8K
Triumph Capital Management35
0.0% of portfolio›$2.6K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
279,689$20.4M0.0%CoreLowPlymouth, MN2026-10-13
RHS Financial, LLC
60,358$4.5M1.5%ETFMediumSan Francisco, CA2026-10-13
MCF Advisors LLC
39,858$2.9M0.1%ETFLowLexington, KY2026-10-28
Mendel Money Management
26,786$2.0M0.7%GrowthMediumNorthbrook, IL2026-11-02
AlphaCore Capital LLC
21,007$1.6M0.0%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
20,384$1.5K0.0%ETFLowFairfield, IA2026-11-02
Sherman Wealth Management LLC
19,090$1.4M1.0%ETFLowGaithersburg, MD2026-10-16
Apella Capital, LLC
16,906$1.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Concurrent Investment Advisors, LLC
16,045$1.2M0.0%GrowthMediumTampa, FL2026-10-16
LexAurum Advisors, LLC
14,586$1.1M0.1%ETFLowOverland Park, KS2026-10-19
Spire Wealth Management
13,953$1.0M0.0%GrowthMediumMclean, VA2026-10-30
RVW Wealth, LLC
13,907$1.0M0.1%ETFVery LowLos Angeles, CA2026-10-06
Stonehearth Capital Management, LLC
13,767$1.0M0.3%ETFMediumDanvers, MA2026-10-13
Kathmere Capital Management, LLC
13,698$1.0M0.0%ETFLowWayne, PA2026-10-20
Independent Wealth Network Inc.
13,314$982.7K0.2%ETFMediumUrbandale, IA2026-10-19
Vise Technologies, Inc.
11,307$834.5K0.0%IndexLowNew York, NY2026-10-29
Kestra Private Wealth Services, LLC
10,430$769.8K0.0%GrowthLowAustin, TX2026-10-30
Farther Finance Advisors, LLC
8,192$604.6K0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
8,080$596.4K0.0%CoreLowAustin, TX2026-11-02
Gimbal Financial
7,946$586.5K0.3%ETFN/ACarmel, IN2026-10-19
Worth Financial Advisory Group, LLC
7,240$534.3K0.2%GrowthVery LowCharlotte, NC2026-10-19
Lodestar Private Asset Management LLC
6,619$488.5K0.0%ETFLowAlamo, CA2026-10-26
MN Wealth Advisors, LLC
5,970$440.7K0.2%ETFMediumOverland Park, KS2026-10-23
Daymark Wealth Partners, LLC
5,201$383.9K0.0%CoreLowCincinnati, OH2026-11-04
Commonwealth Equity Services, LLC
4,954$365.7K0.0%ETFLowWaltham, MA2026-11-02
Trilogy Capital Inc.
3,929$290.0K0.0%ETFMediumIrvine, CA2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
3,922$289.5K0.0%ETFMediumWoodbury, MN2026-10-13
Facet Wealth, Inc.
3,579$264.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
3Chopt Investment Partners, LLC
3,258$240.5K0.0%CoreLowRichmond, VA2026-10-30
RFG Advisory, LLC
2,798$206.5K0.0%ETFMediumBirmingham, AL2026-11-03
Assetmark, Inc
1,374$101.4K0.0%ETFLowConcord, CA2026-10-21
Lodestone Wealth Management LLC
1,356$100.0K0.0%CoreLowSpokane, WA2026-10-14
GK Wealth Management LLC
936$69.1K0.0%GARPVery HighReno, NV2026-10-09
IFP Advisors, Inc
732$54.0K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
409$30.2K0.0%CoreMediumBirmingham, AL2026-11-04
John Boyer, Inc.
320$23.6K0.0%ETFMediumTampa, FL2026-10-27
SYM Financial Corp
235$17.3K0.0%ETFVery LowWinona Lake, IN2026-10-26
Kingdom Financial Group Llc.
79$5.8K0.0%ETFMediumPeoria, AZ2026-11-04
Richards, Merrill & Peterson, Inc.
52$3.8K0.0%GrowthLowSpokane, WA2026-10-19
Triumph Capital Management
35$2.6K0.0%ETFMediumDenver, CO2026-10-14