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Clearstead Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-100
Closed -$6.66K – 3015
2025
Q3 		$6.66K Hold
100
– – ﹤0.01% 2056
2025
Q2 		$6.41K Hold
100
– – ﹤0.01% 2038
2025
Q1 		$5.71K Buy
+100
New +$5.62K ﹤0.01% 1724

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors's JPIN Position: Q4 2025 in Review

Clearstead Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2025, closing a stake of 100 shares — an estimated $6.66K sold.

Clearstead Advisors first reported a position in JPIN in Q1 2025 and held it in 3 quarters. The position peaked at $6.66K in Q3 2025. 106 funds tracked by Wall St. Rank hold JPIN as of Q4 2025.

  • Clearstead Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 100 JPMorgan Diversified Return International Equity ETF shares in Q4 2025, an estimated $6.66K.
  • Clearstead Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2025 and held it in 3 quarters.
  • Clearstead Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $6.66K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.