Wealthedge Investment Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Wealthedge Investment Advisors’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 Q1	$1.81M	Sell	25,381 -1,941	-7%	-$140K	0.66%	41
2025 Q4	$1.86M	Sell	27,322 -1,567	-5%	-$106K	0.69%	40
2025 Q3	$1.92M	Sell	28,889 -240	-0.8%	-$15.7K	0.73%	41
2025 Q2	$1.87M	Sell	29,129 -16,597	-36%	-$1.01M	0.78%	38
2025 Q1	$2.61M	Sell	45,726 -9,112	-17%	-$512K	1.18%	22
2024 Q4	$2.94M	Buy	+54,838	New	+$3.11M	1.32%	19

Other funds holding JPIN

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

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

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

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

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

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

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

Wealthedge Investment Advisors's JPIN Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 7.1% in Q1 2026, selling an estimated $140K and leaving 25,381 shares worth $1.81M. The position accounts for 0.66% of the portfolio, ranked #41.

Wealthedge Investment Advisors first reported a position in JPIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2024. 113 funds tracked by Wall St. Rank hold JPIN as of Q1 2026.

Wealthedge Investment Advisors held 25,381 shares of JPMorgan Diversified Return International Equity ETF worth $1.81M as of Q1 2026.
Wealthedge Investment Advisors sold 1,941 JPMorgan Diversified Return International Equity ETF shares in Q1 2026, an estimated $140K.
JPMorgan Diversified Return International Equity ETF made up 0.66% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #41 holding.
Wealthedge Investment Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2024 and has held it in 6 quarters since.
Wealthedge Investment Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $2.94M in Q4 2024.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.