Accuvest Global Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Accuvest Global 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
2022 Q4	–	Sell	-27,573	Closed	-$1.18M	–	118
2022 Q3	$1.18M	Buy	27,573 +66	+0.2%	+$3.18K	0.81%	34
2022 Q2	$1.34M	Buy	27,507 +67	+0.2%	+$3.55K	0.86%	32
2022 Q1	$1.55M	Buy	27,440 +140	+0.5%	+$8.03K	0.78%	33
2021 Q4	$1.61M	Buy	27,300 +4,834	+22%	+$292K	0.71%	42
2021 Q3	$1.35M	Buy	+22,466	New	+$1.41M	0.64%	46
2019 Q3	–	Sell	-10,260	Closed	-$559K	–	91
2019 Q2	$559K	Buy	+10,260	New	+$562K	0.33%	55

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

SCM

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

Accuvest Global Advisors's JPIN Position: Q4 2022 in Review

Accuvest Global Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2022, closing a stake of 27,573 shares — an estimated $1.18M sold.

Accuvest Global Advisors first reported a position in JPIN in Q2 2019 and held it in 6 quarters. The position peaked at $1.61M in Q4 2021. 99 funds tracked by Wall St. Rank hold JPIN as of Q4 2022.

Accuvest Global Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2022 after selling out during the quarter.
Accuvest Global Advisors sold 27,573 JPMorgan Diversified Return International Equity ETF shares in Q4 2022, an estimated $1.18M.
Accuvest Global Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2019 and held it in 6 quarters.
Accuvest Global Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $1.61M in Q4 2021.
99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2022.

Based on Accuvest Global Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.