Summit Financial’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Summit Financial’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	$771K	Sell	10,664 -180	-2%	-$13.3K	0.01%	935
2026 Q1	$773K	Buy	+10,844	New	+$782K	0.01%	866

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

Summit Financial's JPIN Position: Q2 2026 in Review

Summit Financial reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.7% in Q2 2026, selling an estimated $13.3K and leaving 10,664 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #935.

Summit Financial first reported a position in JPIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $773K in Q1 2026. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Summit Financial held 10,664 shares of JPMorgan Diversified Return International Equity ETF worth $771K as of Q2 2026.
Summit Financial sold 180 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $13.3K.
JPMorgan Diversified Return International Equity ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #935 holding.
Summit Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2026 and has held it in 2 quarters since.
Summit Financial's JPMorgan Diversified Return International Equity ETF position peaked at $773K in Q1 2026.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.