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

Brinker Capital Investments’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
2023 Q4	–	Sell	-4,197	Closed	-$212K	–	1715
2023 Q3	$212K	Sell	4,197 -415	-9%	-$21.7K	﹤0.01%	1532
2023 Q2	$239K	Buy	+4,612	New	+$244K	﹤0.01%	1494
2021 Q3	–	Sell	-5,828	Closed	-$364K	–	1315
2021 Q2	$364K	Sell	5,828 -384	-6%	-$24.2K	﹤0.01%	1127
2021 Q1	$379K	Sell	6,212 -1,370	-18%	-$82.6K	0.01%	977
2020 Q4	$441K	Sell	7,582 -1,860	-20%	-$102K	0.01%	860
2020 Q3	$487K	Sell	9,442 -17,304	-65%	-$898K	0.01%	913
2020 Q2	$1.32M	Buy	26,746 +510	+2%	+$24.1K	0.06%	189
2020 Q1	$1.13M	Sell	26,236 -20,479	-44%	-$1.06M	0.05%	191
2019 Q4	$2.67M	Sell	46,715 -2,128	-4%	-$118K	0.09%	169
2019 Q3	$2.6M	Sell	48,843 -16,563	-25%	-$879K	0.09%	173
2019 Q2	$3.56M	Sell	65,406 -581,154	-90%	-$31.8M	0.11%	164
2019 Q1	$35.7M	Sell	646,560 -50,091	-7%	-$2.73M	1.14%	23
2018 Q4	$35.5M	Sell	696,651 -657,402	-49%	-$35.1M	1.24%	21
2018 Q3	$79M	Buy	1,354,053 +42,755	+3%	+$2.47M	2.45%	6
2018 Q2	$75.5M	Buy	1,311,298 +53,066	+4%	+$3.18M	2.41%	6
2018 Q1	$74.8M	Buy	1,258,232 +445,434	+55%	+$26.8M	2.41%	5
2017 Q4	$48.8M	Buy	812,798 +10,392	+1%	+$617K	1.62%	12
2017 Q3	$46.5M	Sell	802,406 -2,755	-0.3%	-$157K	1.65%	13
2017 Q2	$45.2M	Buy	805,161 +9,049	+1%	+$498K	1.72%	14
2017 Q1	$42.2M	Sell	796,112 -181,219	-19%	-$9.28M	1.72%	18
2016 Q4	$47.8M	Buy	977,331 +65,976	+7%	+$3.28M	2.02%	10
2016 Q3	$47.7M	Buy	911,355 +10,790	+1%	+$552K	1.99%	10
2016 Q2	$44.6M	Buy	900,565 +626,747	+229%	+$31.2M	1.9%	11
2016 Q1	$13.6M	Buy	273,818 +50,944	+23%	+$2.41M	0.58%	53
2015 Q4	$11M	Buy	+222,874	New	+$11.3M	0.48%	60

Other funds holding JPIN

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SCM

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Brinker Capital Investments's JPIN Position: Q4 2023 in Review

Brinker Capital Investments sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2023, closing a stake of 4,197 shares — an estimated $212K sold.

Brinker Capital Investments first reported a position in JPIN in Q4 2015 and held it in 25 quarters. The position peaked at $79M in Q3 2018. 97 funds tracked by Wall St. Rank hold JPIN as of Q4 2023.

Brinker Capital Investments reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 4,197 JPMorgan Diversified Return International Equity ETF shares in Q4 2023, an estimated $212K.
Brinker Capital Investments first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2015 and held it in 25 quarters.
Brinker Capital Investments's JPMorgan Diversified Return International Equity ETF position peaked at $79M in Q3 2018.
97 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.