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Atria Wealth Solutions’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-3,340
Closed -$201K – 2041
2024
Q3 		$201K Buy
+3,340
New +$193K ﹤0.01% 1794

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Wealth Solutions's JPIN Position: Q4 2024 in Review

Atria Wealth Solutions sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2024, closing a stake of 3,340 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in JPIN in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 100 funds tracked by Wall St. Rank hold JPIN as of Q4 2024.

  • Atria Wealth Solutions reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,340 JPMorgan Diversified Return International Equity ETF shares in Q4 2024, an estimated $201K.
  • Atria Wealth Solutions first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's JPMorgan Diversified Return International Equity ETF position peaked at $201K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.