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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.4K	Sell	328 -3	-0.9%	-$216	﹤0.01%	670
2025 Q4	$22.6K	Sell	331 -1	-0.3%	-$68	﹤0.01%	673
2025 Q3	$22.1K	Hold	332	–	–	﹤0.01%	707
2025 Q2	$21.3K	Buy	+332	New	+$20.1K	﹤0.01%	637
2019 Q4	–	Sell	-4,502	Closed	-$44.3K	–	324
2019 Q3	$44.3K	Sell	4,502 -2,174	-33%	-$115K	0.23%	89
2019 Q2	$364K	Sell	6,676 -2,015	-23%	-$110K	0.18%	104
2019 Q1	$487K	Sell	8,691 -628	-7%	-$34.2K	0.22%	99
2018 Q4	$530K	Sell	9,319 -5,727	-38%	-$306K	0.27%	92
2018 Q3	$878K	Sell	15,046 -3,939	-21%	-$228K	0.47%	74
2018 Q2	$1.09M	Sell	18,985 -28,118	-60%	-$1.68M	0.63%	41
2018 Q1	$2.8M	Buy	47,103 +14,604	+45%	+$879K	1.44%	9
2017 Q4	$1.94M	Buy	+32,499	New	+$1.93M	1.08%	22