Copia Wealth Management’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Copia Wealth Management’s Portfolio JPXN Stock Details JPXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406K	Sell	4,091 -134	-3%	-$13.1K	0.24%	78
2026 Q1	$386K	Sell	4,225 -844	-17%	-$78.7K	0.27%	70
2025 Q4	$438K	Sell	5,069 -953	-16%	-$82.9K	0.31%	66
2025 Q3	$513K	Sell	6,022 -68	-1%	-$5.6K	0.38%	55
2025 Q2	$488K	Sell	6,090 -203	-3%	-$15.4K	0.41%	48
2025 Q1	$459K	Sell	6,293 -382	-6%	-$27.8K	0.42%	47
2024 Q4	$473K	Buy	+6,675	New	+$489K	0.45%	48

Other funds holding JPXN

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ISWM

Intesa Sanpaolo Wealth Management Ville De Luxembourg $500M AUM

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

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

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Copia Wealth Management's JPXN Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares JPX-Nikkei 400 ETF (JPXN) stake by 3.2% in Q2 2026, selling an estimated $13.1K and leaving 4,091 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #78.

Copia Wealth Management first reported a position in JPXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q3 2025. 29 funds tracked by Wall St. Rank hold JPXN as of Q2 2026.

Copia Wealth Management held 4,091 shares of iShares JPX-Nikkei 400 ETF worth $406K as of Q2 2026.
Copia Wealth Management sold 134 iShares JPX-Nikkei 400 ETF shares in Q2 2026, an estimated $13.1K.
iShares JPX-Nikkei 400 ETF made up 0.24% of Copia Wealth Management's portfolio in Q2 2026, its #78 holding.
Copia Wealth Management first reported a position in iShares JPX-Nikkei 400 ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares JPX-Nikkei 400 ETF position peaked at $513K in Q3 2025.
29 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.