Cerity Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Cerity Partners’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	$14.8M	Sell	204,172 -3,730	-2%	-$275K	0.02%	583
2026 Q1	$14.8M	Buy	207,902 +1,857	+0.9%	+$134K	0.02%	537
2025 Q4	$14M	Sell	206,045 -1,901	-0.9%	-$129K	0.02%	518
2025 Q3	$13.9M	Sell	207,946 -1,404	-0.7%	-$91.9K	0.02%	471
2025 Q2	$13.4M	Sell	209,350 -24,317	-10%	-$1.47M	0.02%	442
2025 Q1	$13.4M	Sell	233,667 -5,812	-2%	-$326K	0.03%	423
2024 Q4	$12.8M	Sell	239,479 -29,666	-11%	-$1.68M	0.03%	418
2024 Q3	$16.2M	Buy	269,145 +6,828	+3%	+$394K	0.04%	363
2024 Q2	$14.5M	Sell	262,317 -3,136	-1%	-$176K	0.04%	337
2024 Q1	$15M	Sell	265,453 -37,107	-12%	-$2.02M	0.04%	355
2023 Q4	$16.4M	Sell	302,560 -1,461	-0.5%	-$75.3K	0.05%	281
2023 Q3	$15.4M	Sell	304,021 -13,920	-4%	-$728K	0.07%	233
2023 Q2	$16.5M	Buy	+317,941	New	+$16.8M	0.06%	262

Other funds holding JPIN

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

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

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

SCM

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's JPIN Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.8% in Q2 2026, selling an estimated $275K and leaving 204,172 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #583.

Cerity Partners first reported a position in JPIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.5M in Q2 2023. 101 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Cerity Partners held 204,172 shares of JPMorgan Diversified Return International Equity ETF worth $14.8M as of Q2 2026.
Cerity Partners sold 3,730 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $275K.
JPMorgan Diversified Return International Equity ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #583 holding.
Cerity Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's JPMorgan Diversified Return International Equity ETF position peaked at $16.5M in Q2 2023.
101 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.