SWP
Summit Wealth Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+3,149
| New | +$202K | 0.04% | 212 |
|
|
2024
Q4 | – | Sell |
-3,362
| Closed | -$202K | – | 220 |
|
|
2024
Q3 | $202K | Buy |
+3,362
| New | +$202K | 0.04% | 230 |
|
|
2022
Q1 | – | Sell |
-3,478
| Closed | -$206K | – | 168 |
|
|
2021
Q4 | $206K | Sell |
3,478
-183
| -5% | -$10.8K | 0.04% | 157 |
|
|
2021
Q3 | $221K | Buy |
3,661
+33
| +0.9% | +$1.99K | 0.05% | 143 |
|
|
2021
Q2 | $227K | Buy |
3,628
+35
| +1% | +$2.19K | 0.05% | 146 |
|
|
2021
Q1 | $219K | Sell |
3,593
-383
| -10% | -$23.4K | 0.06% | 141 |
|
|
2020
Q4 | $231K | Sell |
3,976
-1,332
| -25% | -$77.5K | 0.06% | 131 |
|
|
2020
Q3 | $274K | Buy |
5,308
+45
| +0.9% | +$2.32K | 0.08% | 125 |
|
|
2020
Q2 | $260K | Buy |
+5,263
| New | +$260K | 0.08% | 121 |
|