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Continuum Advisory’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Continuum Advisory’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
2024
Q4 		– Sell
-120
Closed -$6.63K – 1917
2024
Q3 		$6.63K Hold
120
– – ﹤0.01% 1091
2024
Q2 		$6.63K Hold
120
– – ﹤0.01% 1032
2024
Q1 		$6.82K Buy
+120
New +$6.53K ﹤0.01% 1022

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's JPIN Position: Q4 2024 in Review

Continuum Advisory sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2024, closing a stake of 120 shares — an estimated $6.63K sold.

Continuum Advisory first reported a position in JPIN in Q1 2024 and held it in 3 quarters. The position peaked at $6.82K in Q1 2024. 100 funds tracked by Wall St. Rank hold JPIN as of Q4 2024.

  • Continuum Advisory reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 120 JPMorgan Diversified Return International Equity ETF shares in Q4 2024, an estimated $6.63K.
  • Continuum Advisory first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2024 and held it in 3 quarters.
  • Continuum Advisory's JPMorgan Diversified Return International Equity ETF position peaked at $6.82K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.