AE Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

AE Wealth Management’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 Q2	$32.9K	Buy	455 +104	+30%	+$7.67K	﹤0.01%	2170
2026 Q1	$25K	Sell	351 -7	-2%	-$505	﹤0.01%	2094
2025 Q4	$24.4K	Buy	358 +7	+2%	+$474	﹤0.01%	1994
2025 Q3	$23.4K	Hold	351	–	–	﹤0.01%	1875
2025 Q2	$22.5K	Hold	351	–	–	﹤0.01%	1742
2025 Q1	$20.1K	Hold	351	–	–	﹤0.01%	1743
2024 Q4	$18.8K	Buy	+351	New	+$19.9K	﹤0.01%	1745
2021 Q4	–	Sell	-4,356	Closed	-$263K	–	1742
2021 Q3	$263K	Buy	+4,356	New	+$272K	﹤0.01%	1418
2020 Q1	–	Sell	-6,169	Closed	-$352K	–	1208
2019 Q4	$352K	Sell	6,169 -630	-9%	-$34.8K	0.01%	847
2019 Q3	$362K	Sell	6,799 -3,877	-36%	-$206K	0.01%	713
2019 Q2	$581K	Sell	10,676 -2,857	-21%	-$157K	0.02%	548
2019 Q1	$748K	Sell	13,533 -14,978	-53%	-$816K	0.05%	260
2018 Q4	$1.45M	Sell	28,511 -86,939	-75%	-$4.64M	0.25%	102
2018 Q3	$6.74M	Buy	115,450 +55,267	+92%	+$3.2M	0.37%	54
2018 Q2	$3.47M	Buy	60,183 +2,478	+4%	+$148K	0.24%	64
2018 Q1	$3.43M	Buy	57,705 +3,385	+6%	+$204K	0.26%	60
2017 Q4	$3.26M	Sell	54,320 -692	-1%	-$41.1K	0.29%	63
2017 Q3	$3.19M	Sell	55,012 -1,787	-3%	-$102K	0.3%	58
2017 Q2	$3.19M	Buy	56,799 +8,930	+19%	+$492K	0.38%	55
2017 Q1	$2.54M	Buy	47,869 +9,793	+26%	+$502K	0.47%	43
2016 Q4	$1.86M	Buy	+38,076	New	+$1.89M	0.75%	25

Other funds holding JPIN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's JPIN Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 30% in Q2 2026, buying an estimated $7.67K and bringing the position to 455 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

AE Wealth Management first reported a position in JPIN in Q4 2016 and has held it in 21 quarters since. The position peaked at $6.74M in Q3 2018. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

AE Wealth Management held 455 shares of JPMorgan Diversified Return International Equity ETF worth $32.9K as of Q2 2026.
AE Wealth Management bought 104 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $7.67K.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2170 holding.
AE Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2016 and has held it in 21 quarters since.
AE Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $6.74M in Q3 2018.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.