Wealthspire Advisors (New York)’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-1,185	Closed	-$78.9K	–	1995
2025 Q3	$78.9K	Buy	+1,185	New	+$77.6K	﹤0.01%	1084
2025 Q1	–	Sell	-4,977	Closed	-$267K	–	813
2024 Q4	$267K	Buy	4,977 +21	+0.4%	+$1.19K	﹤0.01%	670
2024 Q3	$298K	Sell	4,956 -786	-14%	-$45.4K	﹤0.01%	621
2024 Q2	$317K	Sell	5,742 -156	-3%	-$8.75K	﹤0.01%	530
2024 Q1	$332K	Sell	5,898 -1	-0%	-$54	﹤0.01%	506
2023 Q4	$320K	Sell	5,899 -6,203	-51%	-$320K	﹤0.01%	508
2023 Q3	$612K	Buy	12,102 +3,839	+46%	+$201K	0.01%	356
2023 Q2	$429K	Sell	8,263 -2,791	-25%	-$148K	0.01%	393
2023 Q1	$578K	Sell	11,054 -7,458	-40%	-$385K	0.01%	332
2022 Q4	$912K	Sell	18,512 -470,986	-96%	-$22.2M	0.02%	278
2022 Q3	$21M	Sell	489,498 -76,937	-14%	-$3.71M	0.44%	40
2022 Q2	$27.6M	Buy	+566,435	New	+$30M	0.58%	33
2021 Q4	–	Sell	-547,116	Closed	-$33M	–	584
2021 Q3	$33M	Buy	+547,116	New	+$34.2M	0.68%	27

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s JPIN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2025, closing a stake of 1,185 shares — an estimated $78.9K sold.

Wealthspire Advisors (New York) first reported a position in JPIN in Q3 2021 and held it in 13 quarters. The position peaked at $33M in Q3 2021. 106 funds tracked by Wall St. Rank hold JPIN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,185 JPMorgan Diversified Return International Equity ETF shares in Q4 2025, an estimated $78.9K.
Wealthspire Advisors (New York) first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2021 and held it in 13 quarters.
Wealthspire Advisors (New York)'s JPMorgan Diversified Return International Equity ETF position peaked at $33M in Q3 2021.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.