AllSquare Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

AllSquare Wealth Management’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
2018 Q1	–	Sell	-755	Closed	-$45K	–	410
2017 Q4	$45K	Buy	+755	New	+$44.9K	0.04%	153

Other funds holding JPIN

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

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

CPO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

AllSquare Wealth Management's JPIN Position: Q1 2018 in Review

AllSquare Wealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2018, closing a stake of 755 shares — an estimated $45K sold.

AllSquare Wealth Management first reported a position in JPIN in Q4 2017 and held it in 1 quarter. The position peaked at $45K in Q4 2017. 108 funds tracked by Wall St. Rank hold JPIN as of Q1 2018.

AllSquare Wealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2018 after selling out during the quarter.
AllSquare Wealth Management sold 755 JPMorgan Diversified Return International Equity ETF shares in Q1 2018, an estimated $45K.
AllSquare Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 1 quarter.
AllSquare Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $45K in Q4 2017.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2018.

Based on AllSquare Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.