EWA
JPIN icon

EverSource Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

EverSource Wealth Advisors’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 		$30.3K Sell
425
-1
-0.2% -$72 ﹤0.01% 2239
2025
Q4 		$29.1K Buy
426
+9
+2% +$609 ﹤0.01% 2137
2025
Q3 		$27.8K Sell
417
-69
-14% -$4.52K ﹤0.01% 2113
2025
Q2 		$31.2K Buy
486
+6
+1% +$364 ﹤0.01% 1954
2025
Q1 		$27.4K Buy
480
+1
+0.2% +$56 ﹤0.01% 1523
2024
Q4 		$25.7K Buy
479
+2
+0.4% +$113 ﹤0.01% 1500
2024
Q3 		$28.6K Sell
477
-4
-0.8% -$231 ﹤0.01% 1303
2024
Q2 		$27.7K Sell
481
-813
-63% -$45.6K ﹤0.01% 1355
2024
Q1 		$71K Sell
1,294
-3
-0.2% -$163 0.01% 842
2023
Q4 		$70.4K Buy
+1,297
New +$66.8K 0.01% 768

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return