The Family Firm’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

The Family Firm’s Portfolio JPXN Stock Details JPXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$943K	Sell	11,771 -878	-7%	-$66.7K	0.23%	72
2025 Q1	$923K	Sell	12,649 -548	-4%	-$39.8K	0.21%	81
2024 Q4	$934K	Buy	13,197 +191	+1%	+$14K	0.21%	80
2024 Q3	$996K	Sell	13,006 -112	-0.9%	-$8.31K	0.22%	78
2024 Q2	$949K	Sell	13,118 -42	-0.3%	-$3.04K	0.21%	77
2024 Q1	$987K	Sell	13,160 -707	-5%	-$50.5K	0.24%	75
2023 Q4	$943K	Buy	13,867 +257	+2%	+$16.7K	0.24%	74
2023 Q3	$871K	Buy	13,610 +679	+5%	+$44.7K	0.24%	72
2023 Q2	$853K	Buy	12,931 +87	+0.7%	+$5.6K	0.23%	77
2023 Q1	$805K	Sell	12,844 -413	-3%	-$25.1K	0.22%	78
2022 Q4	$773K	Buy	13,257 +4,384	+49%	+$246K	0.23%	79
2022 Q3	$461K	Buy	8,873 +403	+5%	+$22.9K	0.15%	98
2022 Q2	$477K	Sell	8,470 -208	-2%	-$12.4K	0.14%	100
2022 Q1	$565K	Buy	8,678 +155	+2%	+$10.4K	0.15%	90
2021 Q4	$602K	Buy	8,523 +147	+2%	+$10.7K	0.16%	88
2021 Q3	$616K	Buy	8,376 +39	+0.5%	+$2.88K	0.16%	86
2021 Q2	$600K	Buy	8,337 +64	+0.8%	+$4.68K	0.16%	92
2021 Q1	$609K	Sell	8,273 -515	-6%	-$38.2K	0.18%	86
2020 Q4	$648K	Buy	8,788 +61	+0.7%	+$4.14K	0.19%	79
2020 Q3	$558K	Sell	8,727 -558	-6%	-$34.5K	0.2%	77
2020 Q2	$552K	Buy	9,285 +8	+0.1%	+$458	0.21%	74
2020 Q1	$491K	Buy	9,277 +405	+5%	+$23.9K	0.21%	73
2019 Q4	$566K	Buy	8,872 +99	+1%	+$6.28K	0.19%	76
2019 Q3	$536K	Buy	8,773 +1,517	+21%	+$89.1K	0.19%	76
2019 Q2	$425K	Sell	7,256 -2	-0%	-$117	0.15%	88
2019 Q1	$428K	Hold	7,258	–	–	0.16%	85
2018 Q4	$395K	Sell	7,258 -1,553	-18%	-$91.7K	0.16%	83
2018 Q3	$573K	Buy	8,811 +1,616	+22%	+$101K	0.21%	71
2018 Q2	$452K	Buy	7,195 +38	+0.5%	+$2.48K	0.17%	78
2018 Q1	$471K	Sell	7,157 -1,137	-14%	-$75.6K	0.18%	74
2017 Q4	$539K	Sell	8,294 -825	-9%	-$52.5K	0.21%	65
2017 Q3	$551K	Hold	9,119	–	–	0.23%	63
2017 Q2	$532K	Sell	9,119 -43	-0.5%	-$2.47K	0.23%	64
2017 Q1	$512K	Sell	9,162 -248	-3%	-$13.8K	0.24%	63
2016 Q4	$499K	Sell	9,410 -47	-0.5%	-$2.54K	0.24%	64
2016 Q3	$514K	Hold	9,457	–	–	0.24%	62
2016 Q2	$475K	Buy	9,457 +240	+3%	+$12.2K	0.24%	61
2016 Q1	$459K	Buy	9,217 +6	+0.1%	+$294	0.23%	63
2015 Q4	$486K	Sell	9,211 -74	-0.8%	-$3.94K	0.26%	63
2015 Q3	$456K	Sell	9,285 -238	-2%	-$12.6K	0.25%	64
2015 Q2	$527K	Sell	9,523 -948	-9%	-$53.2K	0.27%	57
2015 Q1	$564K	Sell	10,471 -613	-6%	-$31.4K	0.29%	54
2014 Q4	$537K	Buy	+11,084	New	+$545K	0.28%	55

Other funds holding JPXN

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

The Family Firm's JPXN Position: Q2 2025 in Review

The Family Firm reduced its iShares JPX-Nikkei 400 ETF (JPXN) stake by 6.9% in Q2 2025, selling an estimated $66.7K and leaving 11,771 shares worth $943K. The position accounts for 0.23% of the portfolio, ranked #72.

The Family Firm first reported a position in JPXN in Q4 2014 and has held it in 43 quarters since. The position peaked at $996K in Q3 2024. 23 funds tracked by Wall St. Rank hold JPXN as of Q2 2025.

The Family Firm held 11,771 shares of iShares JPX-Nikkei 400 ETF worth $943K as of Q2 2025.
The Family Firm sold 878 iShares JPX-Nikkei 400 ETF shares in Q2 2025, an estimated $66.7K.
iShares JPX-Nikkei 400 ETF made up 0.23% of The Family Firm's portfolio in Q2 2025, its #72 holding.
The Family Firm first reported a position in iShares JPX-Nikkei 400 ETF in Q4 2014 and has held it in 43 quarters since.
The Family Firm's iShares JPX-Nikkei 400 ETF position peaked at $996K in Q3 2024.
23 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.