Albion Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Albion Financial Group’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
2025 Q2	–	Sell	-1,520	Closed	-$86.9K	–	609
2025 Q1	$86.9K	Buy	1,520 +1,161	+323%	+$65.2K	0.01%	211
2024 Q4	$19.2K	Hold	359	–	–	﹤0.01%	340
2024 Q3	$21.6K	Sell	359 -1,161	-76%	-$67K	﹤0.01%	293
2024 Q2	$84K	Buy	+1,520	New	+$85.2K	0.01%	212

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B 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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Albion Financial Group's JPIN Position: Q2 2025 in Review

Albion Financial Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2025, closing a stake of 1,520 shares — an estimated $86.9K sold.

Albion Financial Group first reported a position in JPIN in Q2 2024 and held it in 4 quarters. The position peaked at $86.9K in Q1 2025. 105 funds tracked by Wall St. Rank hold JPIN as of Q2 2025.

Albion Financial Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2025 after selling out during the quarter.
Albion Financial Group sold 1,520 JPMorgan Diversified Return International Equity ETF shares in Q2 2025, an estimated $86.9K.
Albion Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2024 and held it in 4 quarters.
Albion Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $86.9K in Q1 2025.
105 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.