Institute for Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Institute for Wealth 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
2026 Q2	$192K	Buy	+2,660	New	+$196K	0.02%	531

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

Institute for Wealth Management's JPIN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2026: 2,660 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #531 among its holdings.

108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Institute for Wealth Management held 2,660 shares of JPMorgan Diversified Return International Equity ETF worth $192K as of Q2 2026.
JPMorgan Diversified Return International Equity ETF was a new Institute for Wealth Management position in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #531 holding.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.