NorthRock Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

NorthRock Partners’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 Q1	$307K	Buy	4,306 +108	+3%	+$7.79K	﹤0.01%	515
2025 Q4	$286K	Hold	4,198	–	–	﹤0.01%	493
2025 Q3	$280K	Buy	+4,198	New	+$275K	0.01%	727
2025 Q2	–	Sell	-1,661	Closed	-$94.9K	–	825
2025 Q1	$94.9K	Buy	+1,661	New	+$93.3K	﹤0.01%	637

Other funds holding JPIN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NorthRock Partners's JPIN Position: Q1 2026 in Review

NorthRock Partners increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 2.6% in Q1 2026, buying an estimated $7.79K and bringing the position to 4,306 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

NorthRock Partners first reported a position in JPIN in Q1 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold JPIN as of Q1 2026.

NorthRock Partners held 4,306 shares of JPMorgan Diversified Return International Equity ETF worth $307K as of Q1 2026.
NorthRock Partners bought 108 JPMorgan Diversified Return International Equity ETF shares in Q1 2026, an estimated $7.79K.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #515 holding.
NorthRock Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2025 and has held it in 4 quarters since.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.