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

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

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. 108 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.
108 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.