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Apella Capital’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Apella Capital’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 		$1.28M Sell
17,544
-119
-0.7% -$8.78K 0.02% 332
2026
Q1 		$1.33M Sell
17,663
-545
-3% -$39.3K 0.02% 321
2025
Q4 		$1.24M Sell
18,208
-118
-0.6% -$7.98K 0.02% 252
2025
Q3 		$1.22M Buy
18,326
+15
+0.1% +$982 0.03% 229
2025
Q2 		$1.16M Sell
18,311
-16
-0.1% -$970 0.03% 204
2025
Q1 		$1.01M Sell
18,327
-264
-1% -$14.8K 0.03% 182
2024
Q4 		$996K Buy
18,591
+76
+0.4% +$4.31K 0.04% 163
2024
Q3 		$1.1M Sell
18,515
-37
-0.2% -$2.14K 0.05% 142
2024
Q2 		$1.04M Sell
18,552
-160
-0.9% -$8.97K 0.05% 143
2024
Q1 		$1.05M Sell
18,712
-189
-1% -$10.3K 0.05% 138
2023
Q4 		$1.01M Sell
18,901
-3,996
-17% -$206K 0.06% 133
2023
Q3 		$1.16M Sell
22,897
-206
-0.9% -$10.8K 0.08% 109
2023
Q2 		$1.2M Buy
+23,103
New +$1.22M 0.09% 104
2022
Q4 		$1.16M Sell
23,491
-2,660
-10% -$125K 0.11% 99
2022
Q3 		$1.12M Buy
26,151
+15
+0.1% +$724 0.13% 94
2022
Q2 		$1.28M Sell
26,136
-601
-2% -$31.9K 0.15% 88
2022
Q1 		$1.51M Sell
26,737
-5,413
-17% -$310K 0.21% 72
2021
Q4 		$1.9M Sell
32,150
-41,443
-56% -$2.5M 0.24% 62
2021
Q3 		$4.44M Buy
73,593
+14,375
+24% +$899K 0.64% 39
2021
Q2 		$3.7M Buy
+59,218
New +$3.73M 0.61% 39

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Apella Capital's JPIN Position: Q2 2026 in Review

Apella Capital reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 0.67% in Q2 2026, selling an estimated $8.78K and leaving 17,544 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #332.

Apella Capital first reported a position in JPIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.44M in Q3 2021. 11 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

  • Apella Capital held 17,544 shares of JPMorgan Diversified Return International Equity ETF worth $1.28M as of Q2 2026.
  • Apella Capital sold 119 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $8.78K.
  • JPMorgan Diversified Return International Equity ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #332 holding.
  • Apella Capital first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Apella Capital's JPMorgan Diversified Return International Equity ETF position peaked at $4.44M in Q3 2021.
  • 11 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.