Carson Wealth (CWM LLC)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Hold
310
﹤0.01% 3908
2025
Q1
$18K Hold
310
﹤0.01% 3751
2024
Q4
$17K Hold
310
﹤0.01% 3541
2024
Q3
$19K Hold
310
﹤0.01% 3391
2024
Q2
$17K Hold
310
﹤0.01% 3218
2024
Q1
$17K Sell
310
-100
-24% -$5.48K ﹤0.01% 3012
2023
Q4
$22K Buy
+410
New +$22K ﹤0.01% 2716
2022
Q1
Sell
-194
Closed -$11K 3669
2021
Q4
$11K Buy
+194
New +$11K ﹤0.01% 2301
2021
Q2
$17K Hold
267
﹤0.01% 1864
2021
Q1
$17K Hold
267
﹤0.01% 1864
2020
Q4
$17K Hold
267
﹤0.01% 1864
2020
Q3
$17K Hold
267
﹤0.01% 1864
2020
Q2
$17K Hold
267
﹤0.01% 1864
2020
Q1
$17K Hold
267
﹤0.01% 1864
2019
Q4
$17K Hold
267
﹤0.01% 1864
2019
Q3
$17K Hold
267
﹤0.01% 1864
2019
Q2
$17K Hold
267
﹤0.01% 1864
2019
Q1
$17K Sell
267
-35,929
-99% -$2.29M ﹤0.01% 1864
2018
Q4
$1.84M Buy
36,196
+21,774
+151% +$1.11M 0.05% 291
2018
Q3
$842K Buy
14,422
+817
+6% +$47.7K 0.02% 331
2018
Q2
$784K Buy
+13,605
New +$784K 0.03% 291