FAM
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Family Asset Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Family Asset 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
2024
Q3 		$481 Hold
8
– – ﹤0.01% 203
2024
Q2 		$442 Hold
8
– – ﹤0.01% 204
2024
Q1 		$451 Hold
8
– – ﹤0.01% 185
2023
Q4 		$435 Buy
+8
New +$412 ﹤0.01% 183

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Asset Management's JPIN Position: Q3 2024 in Review

Family Asset Management held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q3 2024 at 8 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Family Asset Management first reported a position in JPIN in Q4 2023 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold JPIN as of Q3 2024.

  • Family Asset Management held 8 shares of JPMorgan Diversified Return International Equity ETF worth $481 as of Q3 2024.
  • Family Asset Management left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q3 2024.
  • JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #203 holding.
  • Family Asset Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.