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Gimbal Financial’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Gimbal Financial’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 		$529K Hold
7,946
– – 0.32% 26
2025
Q2 		$510K Hold
7,946
– – 0.31% 24
2025
Q1 		$454K Hold
7,946
– – 0.41% 22
2024
Q4 		$426K Hold
7,946
– – 0.35% 29
2024
Q3 		$455K Buy
+7,946
New +$459K 0.3% 30

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

Gimbal Financial's JPIN Position: Q3 2025 in Review

Gimbal Financial held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q3 2025 at 7,946 shares worth $529K. The position accounts for 0.32% of the portfolio, ranked #26.

Gimbal Financial first reported a position in JPIN in Q3 2024 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold JPIN as of Q3 2025.

  • Gimbal Financial held 7,946 shares of JPMorgan Diversified Return International Equity ETF worth $529K as of Q3 2025.
  • Gimbal Financial left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q3 2025.
  • JPMorgan Diversified Return International Equity ETF made up 0.32% of Gimbal Financial's portfolio in Q3 2025, its #26 holding.
  • Gimbal Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.