EPG Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

EPG Wealth Management’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 Q2	–	Sell	-342	Closed	-$19.5K	–	388
2025 Q1	$19.5K	Buy	342 +2	+0.6%	+$112	0.01%	341
2024 Q4	$18.2K	Buy	340 +6	+2%	+$340	﹤0.01%	348
2024 Q3	$20.1K	Buy	+334	New	+$19.3K	0.01%	343
2024 Q2	–	Sell	-327	Closed	-$18.3K	–	373
2024 Q1	$18.4K	Hold	327	–	–	﹤0.01%	367
2023 Q4	$17.3K	Buy	327 +8	+3%	+$412	﹤0.01%	351
2023 Q3	$16.1K	Buy	319 +3	+0.9%	+$157	﹤0.01%	347
2023 Q2	$16.4K	Buy	316 +8	+3%	+$423	﹤0.01%	336
2023 Q1	$16.1K	Buy	308 +1	+0.3%	+$52	0.01%	343
2022 Q4	$15.1K	Buy	307 +2	+0.7%	+$94	0.01%	315
2022 Q3	$13K	Buy	+305	New	+$14.7K	0.01%	325
2022 Q2	–	Sell	-299	Closed	-$17K	–	319
2022 Q1	$17K	Sell	299 -403	-57%	-$23.1K	0.01%	334
2021 Q4	$42K	Sell	702 -117	-14%	-$7.06K	0.01%	301
2021 Q3	$49K	Buy	+819	New	+$51.2K	0.02%	273
2020 Q2	–	Sell	-884	Closed	-$38K	–	477
2020 Q1	$38K	Buy	+884	New	+$45.9K	0.03%	318

Other funds holding JPIN

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EPG Wealth Management's JPIN Position: Q2 2025 in Review

EPG Wealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2025, closing a stake of 342 shares — an estimated $19.5K sold.

EPG Wealth Management first reported a position in JPIN in Q1 2020 and held it in 14 quarters. The position peaked at $49K in Q3 2021. 105 funds tracked by Wall St. Rank hold JPIN as of Q2 2025.

EPG Wealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 342 JPMorgan Diversified Return International Equity ETF shares in Q2 2025, an estimated $19.5K.
EPG Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2020 and held it in 14 quarters.
EPG Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $49K in Q3 2021.
105 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.