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

RVW Wealth’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	$1.03M	Buy	13,907 +43	+0.3%	+$3.24K	0.07%	81
2026 Q2	$1M	Buy	13,864 +7	+0.1%	+$517	0.07%	76
2026 Q1	$987K	Buy	13,857 +15	+0.1%	+$1.08K	0.08%	76
2025 Q4	$943K	Sell	13,842 -66	-0.5%	-$4.46K	0.07%	76
2025 Q3	$926K	Sell	13,908 -11	-0.1%	-$720	0.07%	74
2025 Q2	$893K	Sell	13,919 -314	-2%	-$19K	0.08%	74
2025 Q1	$813K	Sell	14,233 -3,363	-19%	-$189K	0.08%	70
2024 Q4	$942K	Buy	17,596 +86	+0.5%	+$4.87K	0.09%	65
2024 Q3	$1.05M	Buy	17,510 +4	+0%	+$231	0.1%	64
2024 Q2	$968K	Sell	17,506 -22	-0.1%	-$1.23K	0.1%	63
2024 Q1	$987K	Sell	17,528 -220	-1%	-$12K	0.1%	67
2023 Q4	$964K	Sell	17,748 -672	-4%	-$34.6K	0.11%	71
2023 Q3	$931K	Sell	18,420 -1,219	-6%	-$63.8K	0.11%	72
2023 Q2	$1.02M	Sell	19,639 -4,126	-17%	-$218K	0.12%	73
2023 Q1	$1.24M	Sell	23,765 -6,177	-21%	-$319K	0.15%	66
2022 Q4	$1.48M	Sell	29,942 -126,342	-81%	-$5.94M	0.19%	58
2022 Q3	$6.69M	Sell	156,284 -29,568	-16%	-$1.43M	0.94%	35
2022 Q2	$9.07M	Sell	185,852 -29,716	-14%	-$1.58M	1.22%	29
2022 Q1	$12.2M	Sell	215,568 -14,655	-6%	-$840K	1.41%	28
2021 Q4	$13.6M	Sell	230,223 -23,416	-9%	-$1.41M	1.52%	27
2021 Q3	$15M	Buy	253,639 +10,613	+4%	+$664K	1.8%	27
2021 Q2	$15M	Buy	243,026 +12,709	+6%	+$801K	1.88%	24
2021 Q1	$14M	Buy	230,317 +16,662	+8%	+$1M	1.83%	24
2020 Q4	$12M	Buy	213,655 +11,926	+6%	+$652K	1.76%	26
2020 Q3	$10.4M	Buy	201,729 +5,256	+3%	+$273K	1.76%	26
2020 Q2	$9.7M	Buy	196,473 +101,120	+106%	+$4.78M	1.77%	27
2020 Q1	$4.12M	Sell	95,353 -79,723	-46%	-$4.14M	0.96%	38
2019 Q4	$10M	Buy	175,076 +9,863	+6%	+$545K	2.19%	20
2019 Q3	$8.78M	Sell	165,213 -50,571	-23%	-$2.68M	2.09%	19
2019 Q2	$11.8M	Buy	215,784 +13,158	+6%	+$721K	2.8%	16
2019 Q1	$11.2M	Buy	+202,626	New	+$11M	2.86%	13

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Sherman Wealth Management Gaithersburg, Maryland $141M AUM 16.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth's JPIN Position: Q3 2026 in Review

RVW Wealth increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 0.31% in Q3 2026, buying an estimated $3.24K and bringing the position to 13,907 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #81.

RVW Wealth first reported a position in JPIN in Q1 2019 and has held it in 31 quarters since. The position peaked at $15M in Q3 2021. 25 funds tracked by Wall St. Rank hold JPIN as of Q3 2026.

RVW Wealth held 13,907 shares of JPMorgan Diversified Return International Equity ETF worth $1.03M as of Q3 2026.
RVW Wealth bought 43 JPMorgan Diversified Return International Equity ETF shares in Q3 2026, an estimated $3.24K.
JPMorgan Diversified Return International Equity ETF made up 0.07% of RVW Wealth's portfolio in Q3 2026, its #81 holding.
RVW Wealth first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and has held it in 31 quarters since.
RVW Wealth's JPMorgan Diversified Return International Equity ETF position peaked at $15M in Q3 2021.
25 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.