Aspire Private Capital’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Aspire Private Capital’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
2023 Q3	–	Sell	-40	Closed	-$2.08K	–	716
2023 Q2	$2.08K	Sell	40 -89	-69%	-$4.71K	﹤0.01%	539
2023 Q1	$6.75K	Hold	129	–	–	﹤0.01%	410
2022 Q4	$6.36K	Sell	129 -84	-39%	-$3.95K	﹤0.01%	408
2022 Q3	$9K	Sell	213 -906	-81%	-$43.7K	﹤0.01%	359
2022 Q2	$55K	Hold	1,119	–	–	0.02%	192
2022 Q1	$63K	Sell	1,119 -14	-1%	-$803	0.02%	191
2021 Q4	$67K	Buy	1,133 +64	+6%	+$3.86K	0.02%	198
2021 Q3	$64K	Buy	+1,069	New	+$66.9K	0.02%	197

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SCM

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

Aspire Private Capital's JPIN Position: Q3 2023 in Review

Aspire Private Capital sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2023, closing a stake of 40 shares — an estimated $2.08K sold.

Aspire Private Capital first reported a position in JPIN in Q3 2021 and held it in 8 quarters. The position peaked at $67K in Q4 2021. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2023.

Aspire Private Capital reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2023 after selling out during the quarter.
Aspire Private Capital sold 40 JPMorgan Diversified Return International Equity ETF shares in Q3 2023, an estimated $2.08K.
Aspire Private Capital first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2021 and held it in 8 quarters.
Aspire Private Capital's JPMorgan Diversified Return International Equity ETF position peaked at $67K in Q4 2021.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2023.

Based on Aspire Private Capital's 13F filing for Q3 2023, filed 3 Nov 2023.