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

Modern 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	$398K	Sell	5,500 -110	-2%	-$8.12K	﹤0.01%	787
2026 Q1	$405K	Buy	5,610 +1	+0%	+$72	0.01%	622
2025 Q4	$382K	Buy	5,609 +2	+0%	+$135	0.01%	608
2025 Q3	$373K	Buy	5,607 +1	+0%	+$65	0.01%	579
2025 Q2	$360K	Buy	5,606 +1	+0%	+$61	0.01%	562
2025 Q1	$320K	Hold	5,605	–	–	0.01%	509
2024 Q4	$300K	Buy	+5,605	New	+$318K	0.01%	458

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

Modern Wealth Management's JPIN Position: Q2 2026 in Review

Modern Wealth Management reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 2% in Q2 2026, selling an estimated $8.12K and leaving 5,500 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Modern Wealth Management first reported a position in JPIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q1 2026. 109 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Modern Wealth Management held 5,500 shares of JPMorgan Diversified Return International Equity ETF worth $398K as of Q2 2026.
Modern Wealth Management sold 110 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $8.12K.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #787 holding.
Modern Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $405K in Q1 2026.
109 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.