Wealthspire Advisors (New York)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,977
| Closed | -$267K | – | 813 |
|
|
2024
Q4 | $267K | Buy |
4,977
+21
| +0.4% | +$1.13K | ﹤0.01% | 670 |
|
|
2024
Q3 | $298K | Sell |
4,956
-786
| -14% | -$47.2K | ﹤0.01% | 621 |
|
|
2024
Q2 | $317K | Sell |
5,742
-156
| -3% | -$8.62K | ﹤0.01% | 530 |
|
|
2024
Q1 | $332K | Sell |
5,898
-1
| -0% | -$56 | ﹤0.01% | 506 |
|
|
2023
Q4 | $320K | Sell |
5,899
-6,203
| -51% | -$337K | ﹤0.01% | 508 |
|
|
2023
Q3 | $612K | Buy |
12,102
+3,839
| +46% | +$194K | 0.01% | 356 |
|
|
2023
Q2 | $429K | Sell |
8,263
-2,791
| -25% | -$145K | 0.01% | 393 |
|
|
2023
Q1 | $578K | Sell |
11,054
-7,458
| -40% | -$390K | 0.01% | 332 |
|
|
2022
Q4 | $912K | Sell |
18,512
-470,986
| -96% | -$23.2M | 0.02% | 278 |
|
|
2022
Q3 | $21M | Sell |
489,498
-76,937
| -14% | -$3.29M | 0.44% | 40 |
|
|
2022
Q2 | $27.6M | Buy |
+566,435
| New | +$27.6M | 0.58% | 33 |
|
|
2021
Q4 | – | Sell |
-547,116
| Closed | -$33M | – | 585 |
|
|
2021
Q3 | $33M | Buy |
+547,116
| New | +$33M | 0.68% | 27 |
|