Integrated Wealth Concepts’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Integrated Wealth Concepts’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	$105K	Buy	+1,448	New	+$107K	﹤0.01%	2778
2022 Q2	–	Sell	-4,051	Closed	-$229K	–	1028
2022 Q1	$229K	Sell	4,051 -935	-19%	-$53.6K	0.01%	835
2021 Q4	$295K	Buy	4,986 +15	+0.3%	+$905	0.01%	781
2021 Q3	$300K	Sell	4,971 -105	-2%	-$6.57K	0.01%	742
2021 Q2	$317K	Buy	5,076 +6	+0.1%	+$378	0.01%	641
2021 Q1	$309K	Buy	5,070 +1	+0%	+$60	0.01%	585
2020 Q4	$295K	Sell	5,069 -114,973	-96%	-$6.29M	0.01%	517
2020 Q3	$6.2M	Buy	120,042 +9,992	+9%	+$519K	0.38%	58
2020 Q2	$5.44M	Buy	110,050 +24,701	+29%	+$1.17M	0.39%	55
2020 Q1	$3.69M	Sell	85,349 -1,504	-2%	-$78.2K	0.34%	62
2019 Q4	$4.96M	Buy	86,853 +29,544	+52%	+$1.63M	0.42%	53
2019 Q3	$3.05M	Buy	57,309 +12,245	+27%	+$650K	0.34%	59
2019 Q2	$2.41M	Buy	45,064 +8,681	+24%	+$476K	0.32%	67
2019 Q1	$2.01M	Buy	36,383 +30,309	+499%	+$1.65M	0.34%	66
2018 Q4	$309K	Buy	+6,074	New	+$324K	0.08%	183

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

Integrated Wealth Concepts's JPIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2026: 1,448 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #2778 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JPIN as recently as Q1 2022.

Integrated Wealth Concepts first reported a position in JPIN in Q4 2018 and has held it in 15 quarters since. The position peaked at $6.2M in Q3 2020. 109 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Integrated Wealth Concepts held 1,448 shares of JPMorgan Diversified Return International Equity ETF worth $105K as of Q2 2026.
JPMorgan Diversified Return International Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2778 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and has held it in 15 quarters since.
Integrated Wealth Concepts's JPMorgan Diversified Return International Equity ETF position peaked at $6.2M in Q3 2020.
109 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.