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

Strategic Wealth Partners’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	$23.1K	Sell	319 -9	-3%	-$664	﹤0.01%	712
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

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

Strategic Wealth Partners's JPIN Position: Q2 2026 in Review

Strategic Wealth Partners reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 2.7% in Q2 2026, selling an estimated $664 and leaving 319 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Strategic Wealth Partners first reported a position in JPIN in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.8M in Q1 2018. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Strategic Wealth Partners held 319 shares of JPMorgan Diversified Return International Equity ETF worth $23.1K as of Q2 2026.
Strategic Wealth Partners sold 9 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $664.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #712 holding.
Strategic Wealth Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's JPMorgan Diversified Return International Equity ETF position peaked at $2.8M in Q1 2018.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.