LWM
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Lodestone Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Lodestone 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
Q3 		$100K Hold
1,356
– – 0.03% 243
2026
Q2 		$98K Buy
1,356
+15
+1% +$1.11K 0.03% 238
2026
Q1 		$95.5K Buy
1,341
+25
+2% +$1.8K 0.04% 226
2025
Q4 		$89.7K Buy
+1,316
New +$89K 0.04% 228

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM 15.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Lodestone Wealth Management's JPIN Position: Q3 2026 in Review

Lodestone Wealth Management held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q3 2026 at 1,356 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #243.

Lodestone Wealth Management first reported a position in JPIN in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold JPIN as of Q3 2026.

  • Lodestone Wealth Management held 1,356 shares of JPMorgan Diversified Return International Equity ETF worth $100K as of Q3 2026.
  • Lodestone Wealth Management left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q3 2026.
  • JPMorgan Diversified Return International Equity ETF made up 0.03% of Lodestone Wealth Management's portfolio in Q3 2026, its #243 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.