5W
JPIN icon

5T Wealth’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

5T Wealth’s Portfolio JPIN Stock Details JPIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Sell
32,008
-2,481
-7% -$179K 0.9% 36
2025
Q4 		$2.35M Buy
34,489
+1,744
+5% +$118K 0.94% 34
2025
Q3 		$2.18M Buy
32,745
+3,181
+11% +$208K 0.95% 34
2025
Q2 		$1.9M Buy
29,564
+10,498
+55% +$637K 0.97% 34
2025
Q1 		$1.09M Sell
19,066
-304
-2% -$17.1K 0.62% 50
2024
Q4 		$1.04M Buy
+19,370
New +$1.1M 0.57% 49

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return