CAS
JPIN icon

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

Coppell Advisory Solutions’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
Q1 		– Sell
-215
Closed -$11.5K – 1138
2024
Q4 		$11.5K Hold
215
– – ﹤0.01% 1063
2024
Q3 		$13K Buy
+215
New +$12.4K ﹤0.01% 1003

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's JPIN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2025, closing a stake of 215 shares — an estimated $11.5K sold.

Coppell Advisory Solutions first reported a position in JPIN in Q3 2024 and held it in 2 quarters. The position peaked at $13K in Q3 2024. 99 funds tracked by Wall St. Rank hold JPIN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 215 JPMorgan Diversified Return International Equity ETF shares in Q1 2025, an estimated $11.5K.
  • Coppell Advisory Solutions first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's JPMorgan Diversified Return International Equity ETF position peaked at $13K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.