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

Sherman 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 		$1.4M Buy
19,387
+1,581
+9% +$117K 1.06% 27
2026
Q1 		$1.27M Sell
17,806
-709
-4% -$51.1K 1.09% 26
2025
Q4 		$1.26M Buy
+18,515
New +$1.25M 1.1% 24

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

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

Sherman Wealth Management increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 8.9% in Q2 2026, buying an estimated $117K and bringing the position to 19,387 shares worth $1.4M. The position accounts for 1.06% of the portfolio, ranked #27.

Sherman Wealth Management first reported a position in JPIN in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

  • Sherman Wealth Management held 19,387 shares of JPMorgan Diversified Return International Equity ETF worth $1.4M as of Q2 2026.
  • Sherman Wealth Management bought 1,581 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $117K.
  • JPMorgan Diversified Return International Equity ETF made up 1.06% of Sherman Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Sherman Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.