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 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 $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empire Financial Management Company's JPIN Position: Q1 2026 in Review

Empire Financial Management Company held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q1 2026 at 7,030 shares worth $501K. The position accounts for 0.11% of the portfolio, ranked #157.

Empire Financial Management Company first reported a position in JPIN in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.53M in Q1 2023. 113 funds tracked by Wall St. Rank hold JPIN as of Q1 2026.

Empire Financial Management Company held 7,030 shares of JPMorgan Diversified Return International Equity ETF worth $501K as of Q1 2026.
Empire Financial Management Company left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return International Equity ETF made up 0.11% of Empire Financial Management Company's portfolio in Q1 2026, its #157 holding.
Empire Financial Management Company first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's JPMorgan Diversified Return International Equity ETF position peaked at $3.53M in Q1 2023.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.