Kathmere Capital Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Kathmere Capital 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	$991K	Hold	13,698	–	–	0.05%	240
2026 Q1	$976K	Hold	13,698	–	–	0.06%	221
2025 Q4	$933K	Buy	13,698 +748	+6%	+$50.6K	0.06%	203
2025 Q3	$863K	Buy	12,950 +1,569	+14%	+$103K	0.06%	195
2025 Q2	$730K	Buy	11,381 +978	+9%	+$59.3K	0.06%	212
2025 Q1	$594K	Buy	10,403 +1,172	+13%	+$65.8K	0.05%	214
2024 Q4	$494K	Buy	9,231 +352	+4%	+$19.9K	0.04%	229
2024 Q3	$533K	Buy	8,879 +131	+1%	+$7.56K	0.05%	194
2024 Q2	$484K	Buy	8,748 +171	+2%	+$9.59K	0.05%	179
2024 Q1	$483K	Buy	8,577 +115	+1%	+$6.25K	0.06%	172
2023 Q4	$460K	Buy	8,462 +46	+0.5%	+$2.37K	0.06%	150
2023 Q3	$425K	Buy	8,416 +2,641	+46%	+$138K	0.06%	139
2023 Q2	$300K	Buy	+5,775	New	+$306K	0.05%	168
2021 Q1	–	Sell	-1,817	Closed	-$106K	–	284
2020 Q4	$106K	Sell	1,817 -498	-22%	-$27.2K	0.02%	191
2020 Q3	$119K	Sell	2,315 -8,428	-78%	-$437K	0.03%	153
2020 Q2	$531K	Sell	10,743 -456	-4%	-$21.6K	0.16%	55
2020 Q1	$484K	Buy	11,199 +7,478	+201%	+$389K	0.18%	54
2019 Q4	$212K	Buy	+3,721	New	+$206K	0.08%	110

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

Kathmere Capital Management's JPIN Position: Q2 2026 in Review

Kathmere Capital Management held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q2 2026 at 13,698 shares worth $991K. The position accounts for 0.05% of the portfolio, ranked #240.

Kathmere Capital Management first reported a position in JPIN in Q4 2019 and has held it in 18 quarters since. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Kathmere Capital Management held 13,698 shares of JPMorgan Diversified Return International Equity ETF worth $991K as of Q2 2026.
Kathmere Capital Management left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #240 holding.
Kathmere Capital Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and has held it in 18 quarters since.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.