Advisornet Financial’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Advisornet Financial’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
2020 Q1	–	Sell	-1,140	Closed	-$65K	–	1863
2019 Q4	$65K	Hold	1,140	–	–	0.01%	806
2019 Q3	$61K	Sell	1,140 -400	-26%	-$21.2K	0.01%	828
2019 Q2	$84K	Sell	1,540 -810	-34%	-$44.4K	0.01%	663
2019 Q1	$130K	Sell	2,350 -300	-11%	-$16.4K	0.02%	491
2018 Q4	$135K	Hold	2,650	–	–	0.02%	460
2018 Q3	$155K	Hold	2,650	–	–	0.02%	459
2018 Q2	$153K	Buy	2,650 +1,250	+89%	+$74.8K	0.02%	443
2018 Q1	$83K	Buy	1,400 +90	+7%	+$5.42K	0.01%	576
2017 Q4	$79K	Buy	+1,310	New	+$77.8K	0.01%	534

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Advisornet Financial's JPIN Position: Q1 2020 in Review

Advisornet Financial sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 1,140 shares — an estimated $65K sold.

Advisornet Financial first reported a position in JPIN in Q4 2017 and held it in 9 quarters. The position peaked at $155K in Q3 2018. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Advisornet Financial reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Advisornet Financial sold 1,140 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $65K.
Advisornet Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 9 quarters.
Advisornet Financial's JPMorgan Diversified Return International Equity ETF position peaked at $155K in Q3 2018.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.