Steward Partners Investment Advisory’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Steward Partners Investment Advisory’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	$1.88M	Buy	26,456 +285	+1%	+$20.5K	0.01%	881
2025 Q4	$1.78M	Sell	26,171 -110	-0.4%	-$7.44K	0.01%	827
2025 Q3	$1.75M	Sell	26,281 -882	-3%	-$57.8K	0.01%	825
2025 Q2	$1.74M	Sell	27,163 -2,250	-8%	-$136K	0.01%	756
2025 Q1	$1.68M	Buy	29,413 +978	+3%	+$54.9K	0.01%	715
2024 Q4	$1.52M	Buy	28,435 +42	+0.1%	+$2.38K	0.01%	724
2024 Q3	$1.71M	Buy	28,393 +3,932	+16%	+$227K	0.02%	678
2024 Q2	$1.35M	Buy	24,461 +845	+4%	+$47.4K	0.01%	708
2024 Q1	$1.33M	Buy	23,616 +2,553	+12%	+$139K	0.01%	707
2023 Q4	$1.14M	Buy	21,063 +831	+4%	+$42.8K	0.02%	679
2023 Q3	$1.02M	Buy	20,232 +748	+4%	+$39.1K	0.02%	670
2023 Q2	$1.01M	Buy	19,484 +28	+0.1%	+$1.48K	0.02%	688
2023 Q1	$1.02M	Sell	19,456 -2,769	-12%	-$143K	0.02%	691
2022 Q4	$1.1M	Buy	22,225 +6,477	+41%	+$305K	0.02%	634
2022 Q3	$674K	Buy	15,748 +15,568	+8,649%	+$751K	0.01%	756
2022 Q2	$9K	Sell	180 -715	-80%	-$37.9K	﹤0.01%	2555
2022 Q1	$51K	Hold	895	–	–	﹤0.01%	1902
2021 Q4	$53K	Buy	895 +180	+25%	+$10.9K	﹤0.01%	1877
2021 Q3	$43K	Hold	715	–	–	﹤0.01%	1977
2021 Q2	$45K	Hold	715	–	–	﹤0.01%	3584
2021 Q1	$43.6K	Buy	715 +50	+8%	+$3.01K	﹤0.01%	2062
2020 Q4	$39K	Sell	665 -27	-4%	-$1.48K	﹤0.01%	1788
2020 Q3	$36K	Hold	692	–	–	﹤0.01%	1646
2020 Q2	$34K	Sell	692 -4,000	-85%	-$189K	﹤0.01%	1572
2020 Q1	$202K	Sell	4,692 -7,398	-61%	-$384K	0.01%	789
2019 Q4	$690K	Buy	12,090 +3,815	+46%	+$211K	0.02%	546
2019 Q3	$439K	Sell	8,275 -2,135	-21%	-$113K	0.01%	619
2019 Q2	$566K	Buy	+10,410	New	+$570K	0.02%	524
2018 Q4	–	Sell	-1,730	Closed	-$101K	–	1486
2018 Q3	$101K	Buy	+1,730	New	+$100K	﹤0.01%	928

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

Steward Partners Investment Advisory's JPIN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.1% in Q1 2026, buying an estimated $20.5K and bringing the position to 26,456 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #881.

Steward Partners Investment Advisory first reported a position in JPIN in Q3 2018 and has held it in 29 quarters since. 113 funds tracked by Wall St. Rank hold JPIN as of Q1 2026.

Steward Partners Investment Advisory held 26,456 shares of JPMorgan Diversified Return International Equity ETF worth $1.88M as of Q1 2026.
Steward Partners Investment Advisory bought 285 JPMorgan Diversified Return International Equity ETF shares in Q1 2026, an estimated $20.5K.
JPMorgan Diversified Return International Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #881 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2018 and has held it in 29 quarters since.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.