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
2026 Q2	$575K	Buy	+7,946	New	+$586K	0.35%	25
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gimbal Financial's JPIN Position: Q2 2026 in Review

Gimbal Financial opened a new position in JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2026: 7,946 shares worth $575K. The stake represents 0.35% of the portfolio and ranks #25 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in JPIN as recently as Q3 2025.

Gimbal Financial first reported a position in JPIN in Q3 2024 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Gimbal Financial held 7,946 shares of JPMorgan Diversified Return International Equity ETF worth $575K as of Q2 2026.
JPMorgan Diversified Return International Equity ETF was a new Gimbal Financial position in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up 0.35% of Gimbal Financial's portfolio in Q2 2026, its #25 holding.
Gimbal Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2024 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.