Wealthcare Advisory Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Wealthcare Advisory 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
2025 Q1	–	Sell	-4,882	Closed	-$261K	–	928
2024 Q4	$261K	Buy	4,882 +39	+0.8%	+$2.21K	0.01%	758
2024 Q3	$291K	Buy	4,843 +15	+0.3%	+$866	0.01%	731
2024 Q2	$267K	Buy	4,828 +29	+0.6%	+$1.63K	0.01%	709
2024 Q1	$270K	Buy	4,799 +1	+0%	+$54	0.01%	702
2023 Q4	$261K	Buy	4,798 +51	+1%	+$2.63K	0.01%	647
2023 Q3	$240K	Sell	4,747 -460	-9%	-$24.1K	0.01%	605
2023 Q2	$270K	Buy	5,207 +62	+1%	+$3.28K	0.01%	597
2023 Q1	$269K	Sell	5,145 -13	-0.3%	-$671	0.01%	611
2022 Q4	$254K	Buy	+5,158	New	+$243K	0.01%	577

Other funds holding JPIN

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealthcare Advisory Partners's JPIN Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2025, closing a stake of 4,882 shares — an estimated $261K sold.

Wealthcare Advisory Partners first reported a position in JPIN in Q4 2022 and held it in 9 quarters. The position peaked at $291K in Q3 2024. 99 funds tracked by Wall St. Rank hold JPIN as of Q1 2025.

Wealthcare Advisory Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,882 JPMorgan Diversified Return International Equity ETF shares in Q1 2025, an estimated $261K.
Wealthcare Advisory Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2022 and held it in 9 quarters.
Wealthcare Advisory Partners's JPMorgan Diversified Return International Equity ETF position peaked at $291K in Q3 2024.
99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.