Worth Financial Advisory Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Worth Financial Advisory Group’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 Q2	$513K	Buy	+7,099	New	+$524K	0.21%	108
2026 Q1	–	Sell	-6,866	Closed	-$468K	–	120
2025 Q4	$468K	Sell	6,866 -48	-0.7%	-$3.25K	0.23%	103
2025 Q3	$461K	Buy	6,914 +258	+4%	+$16.9K	0.26%	95
2025 Q2	$427K	Sell	6,656 -284	-4%	-$17.2K	0.26%	93
2025 Q1	$397K	Buy	6,940 +106	+2%	+$5.95K	0.25%	98
2024 Q4	$366K	Sell	6,834 -387	-5%	-$21.9K	0.23%	99
2024 Q3	$434K	Buy	7,221 +134	+2%	+$7.73K	0.25%	93
2024 Q2	$392K	Sell	7,087 -143	-2%	-$8.02K	0.26%	89
2024 Q1	$407K	Buy	7,230 +35	+0.5%	+$1.9K	0.28%	85
2023 Q4	$391K	Buy	7,195 +342	+5%	+$17.6K	0.31%	85
2023 Q3	$346K	Buy	6,853 +642	+10%	+$33.6K	0.31%	89
2023 Q2	$323K	Buy	6,211 +260	+4%	+$13.8K	0.3%	90
2023 Q1	$311K	Buy	5,951 +215	+4%	+$11.1K	0.3%	85
2022 Q4	$283K	Buy	+5,736	New	+$270K	0.33%	79

Other funds holding JPIN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Worth Financial Advisory Group's JPIN Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2026: 7,099 shares worth $513K. The stake represents 0.21% of the portfolio and ranks #108 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in JPIN as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in JPIN in Q4 2022 and has held it in 14 quarters since. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Worth Financial Advisory Group held 7,099 shares of JPMorgan Diversified Return International Equity ETF worth $513K as of Q2 2026.
JPMorgan Diversified Return International Equity ETF was a new Worth Financial Advisory Group position in Q2 2026.
JPMorgan Diversified Return International Equity ETF made up 0.21% of Worth Financial Advisory Group's portfolio in Q2 2026, its #108 holding.
Worth Financial Advisory Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2022 and has held it in 14 quarters since.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.