Summit 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
2025
Q3
$211K Buy
2025
Q2
$202K Buy
2024
Q4
Sell
2024
Q3
$202K Buy
2022
Q1
Sell
2021
Q4
$206K Sell
2021
Q3
$221K Buy
2021
Q2
$227K Buy
2021
Q1
$219K Sell
2020
Q4
$231K Sell
2020
Q3
$274K Buy
2020
Q2
$260K Buy