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

SYM Financial Corp’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	$33.7K	Hold	466	–	–	﹤0.01%	451
2026 Q1	$33.2K	Hold	466	–	–	﹤0.01%	373
2025 Q4	$31.8K	Sell	466 -65	-12%	-$4.4K	﹤0.01%	374
2025 Q3	$35.4K	Sell	531 -312	-37%	-$20.4K	﹤0.01%	369
2025 Q2	$54.1K	Hold	843	–	–	0.01%	359
2025 Q1	$48.2K	Hold	843	–	–	0.01%	311
2024 Q4	$45.2K	Hold	843	–	–	0.01%	282
2024 Q3	$50.6K	Hold	843	–	–	0.01%	222
2024 Q2	$46.6K	Hold	843	–	–	0.01%	208
2024 Q1	$47.5K	Hold	843	–	–	0.01%	131
2023 Q4	$45.8K	Hold	843	–	–	0.01%	138
2023 Q3	$42.6K	Sell	843 -2,032	-71%	-$106K	0.01%	132
2023 Q2	$149K	Hold	2,875	–	–	0.03%	66
2023 Q1	$150K	Buy	2,875 +89	+3%	+$4.59K	0.03%	64
2022 Q4	$137K	Sell	2,786 -36,139	-93%	-$1.7M	0.03%	67
2022 Q3	$1.67M	Buy	38,925 +35,555	+1,055%	+$1.72M	0.81%	18
2022 Q2	$164K	Sell	3,370 -289	-8%	-$15.3K	0.08%	61
2022 Q1	$207K	Buy	3,659 +686	+23%	+$39.3K	0.09%	56
2021 Q4	$176K	Hold	2,973	–	–	0.07%	58
2021 Q3	$179K	Hold	2,973	–	–	0.11%	53
2021 Q2	$186K	Sell	2,973 -50	-2%	-$3.15K	0.11%	48
2021 Q1	$184K	Hold	3,023	–	–	0.11%	46
2020 Q4	$176K	Hold	3,023	–	–	0.13%	38
2020 Q3	$156K	Buy	3,023 +10	+0.3%	+$519	0.12%	39
2020 Q2	$149K	Buy	3,013 +513	+21%	+$24.3K	0.12%	34
2020 Q1	$108K	Buy	2,500 +90	+4%	+$4.68K	0.11%	41
2019 Q4	$138K	Hold	2,410	–	–	0.09%	51
2019 Q3	$128K	Sell	2,410 -869	-27%	-$46.1K	0.09%	44
2019 Q2	$179K	Buy	3,279 +919	+39%	+$50.4K	0.12%	37
2019 Q1	$130K	Sell	2,360 -502	-18%	-$27.4K	0.08%	44
2018 Q4	$146K	Buy	2,862 +675	+31%	+$36.1K	0.06%	45
2018 Q3	$128K	Hold	2,187	–	–	0.07%	50
2018 Q2	$126K	Buy	+2,187	New	+$131K	0.07%	33

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

SYM Financial Corp's JPIN Position: Q2 2026 in Review

SYM Financial Corp held its JPMorgan Diversified Return International Equity ETF (JPIN) position steady in Q2 2026 at 466 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

SYM Financial Corp first reported a position in JPIN in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.67M in Q3 2022. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

SYM Financial Corp held 466 shares of JPMorgan Diversified Return International Equity ETF worth $33.7K as of Q2 2026.
SYM Financial Corp left its JPMorgan Diversified Return International Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #451 holding.
SYM Financial Corp first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2018 and has held it in 33 quarters since.
SYM Financial Corp's JPMorgan Diversified Return International Equity ETF position peaked at $1.67M in Q3 2022.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.