Empire Financial Management Company’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Empire Financial Management Company’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	$488K	Sell	6,755 -275	-4%	-$20.3K	0.19%	95
2026 Q1	$501K	Hold	7,030	–	–	0.11%	157
2025 Q4	$479K	Sell	7,030 -13,838	-66%	-$936K	0.1%	157
2025 Q3	$1.39M	Buy	20,868 +19	+0.1%	+$1.24K	0.32%	93
2025 Q2	$1.34M	Sell	20,849 -400	-2%	-$24.3K	0.39%	81
2025 Q1	$1.21M	Sell	21,249 -822	-4%	-$46.2K	0.38%	82
2024 Q4	$1.18M	Buy	22,071 +355	+2%	+$20.1K	0.37%	83
2024 Q3	$1.3M	Sell	21,716 -405	-2%	-$23.4K	0.4%	74
2024 Q2	$1.22M	Sell	22,121 -1,301	-6%	-$72.9K	0.4%	73
2024 Q1	$1.32M	Sell	23,422 -839	-3%	-$45.6K	0.44%	69
2023 Q4	$1.32M	Sell	24,261 -3,973	-14%	-$205K	0.52%	59
2023 Q3	$1.43M	Sell	28,234 -1,622	-5%	-$84.8K	0.62%	50
2023 Q2	$1.55M	Sell	29,856 -37,568	-56%	-$1.99M	0.62%	53
2023 Q1	$3.53M	Buy	+67,424	New	+$3.48M	1.44%	13

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

Cerity Partners New York $82.7B AUM 28.53% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Empire Financial Management Company's JPIN Position: Q2 2026 in Review

Empire Financial Management Company reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 3.9% in Q2 2026, selling an estimated $20.3K and leaving 6,755 shares worth $488K. The position accounts for 0.19% of the portfolio, ranked #95.

Empire Financial Management Company first reported a position in JPIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.53M in Q1 2023. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Empire Financial Management Company held 6,755 shares of JPMorgan Diversified Return International Equity ETF worth $488K as of Q2 2026.
Empire Financial Management Company sold 275 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $20.3K.
JPMorgan Diversified Return International Equity ETF made up 0.19% of Empire Financial Management Company's portfolio in Q2 2026, its #95 holding.
Empire Financial Management Company first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's JPMorgan Diversified Return International Equity ETF position peaked at $3.53M in Q1 2023.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.