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

Summit 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	$228K	Sell	3,159 -57	-2%	-$4.21K	0.03%	267
2026 Q1	$229K	Sell	3,216 -25	-0.8%	-$1.8K	0.04%	251
2025 Q4	$221K	Buy	3,241 +71	+2%	+$4.8K	0.04%	192
2025 Q3	$211K	Buy	3,170 +21	+0.7%	+$1.38K	0.04%	209
2025 Q2	$202K	Buy	+3,149	New	+$191K	0.04%	212
2024 Q4	–	Sell	-3,362	Closed	-$202K	–	220
2024 Q3	$202K	Buy	+3,362	New	+$194K	0.04%	230
2022 Q1	–	Sell	-3,478	Closed	-$206K	–	168
2021 Q4	$206K	Sell	3,478 -183	-5%	-$11K	0.04%	157
2021 Q3	$221K	Buy	3,661 +33	+0.9%	+$2.06K	0.05%	143
2021 Q2	$227K	Buy	3,628 +35	+1%	+$2.21K	0.05%	146
2021 Q1	$219K	Sell	3,593 -383	-10%	-$23.1K	0.06%	141
2020 Q4	$231K	Sell	3,976 -1,332	-25%	-$72.9K	0.06%	131
2020 Q3	$274K	Buy	5,308 +45	+0.9%	+$2.33K	0.08%	125
2020 Q2	$260K	Buy	+5,263	New	+$249K	0.08%	121

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

MMM

Mendel Money Management Northbrook, Illinois $273M AUM 31.99% 1-Year Est. Return

WIA

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

Sherman Wealth Management Gaithersburg, Maryland $133M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

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

Summit Wealth Partners reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.8% in Q2 2026, selling an estimated $4.21K and leaving 3,159 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #267.

Summit Wealth Partners first reported a position in JPIN in Q2 2020 and has held it in 13 quarters since. The position peaked at $274K in Q3 2020. 42 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Summit Wealth Partners held 3,159 shares of JPMorgan Diversified Return International Equity ETF worth $228K as of Q2 2026.
Summit Wealth Partners sold 57 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $4.21K.
JPMorgan Diversified Return International Equity ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #267 holding.
Summit Wealth Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2020 and has held it in 13 quarters since.
Summit Wealth Partners's JPMorgan Diversified Return International Equity ETF position peaked at $274K in Q3 2020.
42 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.