Beacon Capital Management LLC (Tennessee)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-277	Closed	-$17.7K	–	606
2025 Q2	$17.7K	Buy	277 +4	+1%	+$243	﹤0.01%	520
2025 Q1	$15.6K	Buy	273 +1	+0.4%	+$56	﹤0.01%	529
2024 Q4	$14.6K	Buy	272 +4	+1%	+$227	﹤0.01%	534
2024 Q3	$16.1K	Buy	268 +2	+0.8%	+$115	﹤0.01%	541
2024 Q2	$14.7K	Hold	266	–	–	﹤0.01%	503
2024 Q1	$15K	Sell	266 -367	-58%	-$20K	﹤0.01%	502
2023 Q4	$32K	Hold	633	–	–	0.01%	304
2023 Q3	$32.9K	Hold	633	–	–	0.01%	319
2023 Q2	$32.9K	Hold	633	–	–	0.01%	319
2023 Q1	$33.1K	Hold	633	–	–	0.01%	282
2022 Q4	$31.2K	Sell	633 -12	-2%	-$564	0.01%	299
2022 Q3	$32K	Hold	645	–	–	0.01%	276
2022 Q2	$37K	Hold	645	–	–	0.01%	289
2022 Q1	$37K	Buy	+645	New	+$37K	0.01%	289

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

GTS Securities New York $2.83B AUM 21.76% 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

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

Beacon Capital Management LLC (Tennessee)'s JPIN Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2025, closing a stake of 277 shares — an estimated $17.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JPIN in Q1 2022 and held it in 14 quarters. The position peaked at $37K in Q2 2022. 104 funds tracked by Wall St. Rank hold JPIN as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 277 JPMorgan Diversified Return International Equity ETF shares in Q3 2025, an estimated $17.7K.
Beacon Capital Management LLC (Tennessee) first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s JPMorgan Diversified Return International Equity ETF position peaked at $37K in Q2 2022.
104 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.