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

SVB Wealth’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
2025
Q2 		– Sell
-216
Closed -$12.3K – 1080
2025
Q1 		$12.3K Buy
+216
New +$12.1K ﹤0.01% 842

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVB Wealth's JPIN Position: Q2 2025 in Review

SVB Wealth sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2025, closing a stake of 216 shares — an estimated $12.3K sold.

SVB Wealth first reported a position in JPIN in Q1 2025 and held it in 1 quarter. The position peaked at $12.3K in Q1 2025. 105 funds tracked by Wall St. Rank hold JPIN as of Q2 2025.

  • SVB Wealth reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 216 JPMorgan Diversified Return International Equity ETF shares in Q2 2025, an estimated $12.3K.
  • SVB Wealth first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's JPMorgan Diversified Return International Equity ETF position peaked at $12.3K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.