FFA
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Farther Finance Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Farther Finance 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 		$243K Sell
3,361
-230
-6% -$16.6K ﹤0.01% 1888
2025
Q4 		$245K Buy
3,591
+2,488
+226% +$168K ﹤0.01% 1787
2025
Q3 		$73.5K Buy
1,103
+191
+21% +$12.5K ﹤0.01% 2227
2025
Q2 		$58.5K Sell
912
-60
-6% -$3.64K ﹤0.01% 2057
2025
Q1 		$55.7K Sell
972
-347
-26% -$19.5K ﹤0.01% 1843
2024
Q4 		$70.6K Buy
1,319
+194
+17% +$11K ﹤0.01% 1476
2024
Q3 		$67.6K Buy
1,125
+12
+1% +$693 ﹤0.01% 1491
2024
Q2 		$61.5K Sell
1,113
-307
-22% -$17.2K ﹤0.01% 1331
2024
Q1 		$79.5K Hold
1,420
– – ﹤0.01% 1025
2023
Q4 		$77.1K Hold
1,420
– – 0.01% 882
2023
Q3 		$71.8K Buy
+1,420
New +$74.3K 0.01% 671

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