Guardian Wealth Advisors (North Carolina)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.92K	Buy	+27	New	+$1.95K	﹤0.01%	588
2025 Q3	–	Sell	-27	Closed	-$1.73K	–	464
2025 Q2	$1.73K	Hold	27	–	–	﹤0.01%	530
2025 Q1	$1.54K	Sell	27 -3	-10%	-$169	﹤0.01%	505
2024 Q4	$1.61K	Hold	30	–	–	﹤0.01%	491
2024 Q3	$1.8K	Hold	30	–	–	﹤0.01%	427
2024 Q2	$1.66K	Hold	30	–	–	﹤0.01%	413
2024 Q1	$1.69K	Hold	30	–	–	﹤0.01%	431
2023 Q4	$1.63K	Sell	30 -30	-50%	-$1.55K	﹤0.01%	415
2023 Q3	$3.03K	Hold	60	–	–	﹤0.01%	388
2023 Q2	$3.12K	Sell	60 -30	-33%	-$1.59K	﹤0.01%	379
2023 Q1	$4.71K	Hold	90	–	–	﹤0.01%	361
2022 Q4	$4.43K	Hold	90	–	–	﹤0.01%	334
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	312
2022 Q2	$4K	Buy	+90	New	+$4.77K	﹤0.01%	321

Other funds holding JPIN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s JPIN Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2026: 27 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in JPIN as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in JPIN in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.71K in Q1 2023. 113 funds tracked by Wall St. Rank hold JPIN as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 27 shares of JPMorgan Diversified Return International Equity ETF worth $1.92K as of Q1 2026.
JPMorgan Diversified Return International Equity ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #588 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s JPMorgan Diversified Return International Equity ETF position peaked at $4.71K in Q1 2023.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.