GM
JPIN icon

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

GeoWealth 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
Q3 		– Sell
-77
Closed -$4.94K – 1011
2025
Q2 		$4.94K Sell
77
-1
-1% -$61 ﹤0.01% 1146
2025
Q1 		$4.43K Sell
78
-145
-65% -$8.14K ﹤0.01% 1019
2024
Q4 		$11.9K Buy
223
+57
+34% +$3.23K ﹤0.01% 1464
2024
Q3 		$9.95K Sell
166
-1
-0.6% -$58 ﹤0.01% 1370
2024
Q2 		$9.21K Sell
167
-24
-13% -$1.35K ﹤0.01% 846
2024
Q1 		$10.7K Sell
191
-20
-9% -$1.09K ﹤0.01% 833
2023
Q4 		$11K Sell
211
-465
-69% -$24K ﹤0.01% 656
2023
Q3 		$33K Sell
676
-5,807
-90% -$304K ﹤0.01% 413
2023
Q2 		$334K Sell
6,483
-62,390
-91% -$3.3M 0.04% 206
2023
Q1 		$3.6M Sell
68,873
-37,021
-35% -$1.91M 0.42% 47
2022
Q4 		$5.22M Sell
105,894
-35,542
-25% -$1.67M 0.55% 38
2022
Q3 		$6.05M Sell
141,436
-112,389
-44% -$5.42M 0.66% 28
2022
Q2 		$12.4M Buy
253,825
+11,823
+5% +$627K 1.66% 14
2022
Q1 		$13.7M Buy
242,002
+30,783
+15% +$1.77M 1.2% 18
2021
Q4 		$12.5M Buy
211,219
+22,302
+12% +$1.35M 1.02% 26
2021
Q3 		$11.4M Sell
188,917
-36,130
-16% -$2.26M 0.94% 26
2021
Q2 		$14.1M Buy
225,047
+18,251
+9% +$1.15M 1.78% 8
2021
Q1 		$12.6M Sell
206,796
-11,595
-5% -$699K 1.97% 9
2020
Q4 		$12.7M Buy
218,391
+21,066
+11% +$1.15M 2.04% 7
2020
Q3 		$10.2M Buy
197,325
+72,184
+58% +$3.75M 3.08% 4
2020
Q2 		$6.18M Buy
125,141
+18,099
+17% +$856K 2.56% 5
2020
Q1 		$4.63M Sell
107,042
-15,803
-13% -$821K 3.27% 6
2019
Q4 		$7.01M Sell
122,845
-289,326
-70% -$16M 3.77% 4
2019
Q3 		$21.9M Buy
412,171
+389,347
+1,706% +$20.7M 4.93% 3
2019
Q2 		$1.24M Buy
+22,824
New +$1.25M 3.26% 8

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GeoWealth Management's JPIN Position: Q3 2025 in Review

GeoWealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2025, closing a stake of 77 shares — an estimated $4.94K sold.

GeoWealth Management first reported a position in JPIN in Q2 2019 and held it in 25 quarters. The position peaked at $21.9M in Q3 2019. 104 funds tracked by Wall St. Rank hold JPIN as of Q3 2025.

  • GeoWealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 77 JPMorgan Diversified Return International Equity ETF shares in Q3 2025, an estimated $4.94K.
  • GeoWealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2019 and held it in 25 quarters.
  • GeoWealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $21.9M in Q3 2019.
  • 104 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.