Arkadios Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-989	Closed	-$59K	–	1210
2021 Q3	$59K	Sell	989 -812	-45%	-$50.8K	0.01%	829
2021 Q2	$112K	Sell	1,801 -208	-10%	-$13.1K	0.01%	691
2021 Q1	$122K	Sell	2,009 -159	-7%	-$9.58K	0.02%	494
2020 Q4	$126K	Buy	2,168 +903	+71%	+$49.4K	0.03%	397
2020 Q3	$66K	Hold	1,265	–	–	0.03%	356
2020 Q2	$64.1K	Buy	+1,265	New	+$59.9K	0.04%	329

Other funds holding JPIN

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

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

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

LWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPO

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Arkadios Wealth Advisors's JPIN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2021, closing a stake of 989 shares — an estimated $59K sold.

Arkadios Wealth Advisors first reported a position in JPIN in Q2 2020 and held it in 6 quarters. The position peaked at $126K in Q4 2020. 111 funds tracked by Wall St. Rank hold JPIN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 989 JPMorgan Diversified Return International Equity ETF shares in Q4 2021, an estimated $59K.
Arkadios Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $126K in Q4 2020.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.