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Asset Dedication LLC’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Asset Dedication LLC’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
Q2 		– Sell
-370
Closed -$16K – 666
2020
Q1 		$16K Buy
+370
New +$19.2K ﹤0.01% 420

Other funds holding JPIN

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Asset Dedication LLC's JPIN Position: Q2 2020 in Review

Asset Dedication LLC sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2020, closing a stake of 370 shares — an estimated $16K sold.

Asset Dedication LLC first reported a position in JPIN in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 114 funds tracked by Wall St. Rank hold JPIN as of Q2 2020.

  • Asset Dedication LLC reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Asset Dedication LLC sold 370 JPMorgan Diversified Return International Equity ETF shares in Q2 2020, an estimated $16K.
  • Asset Dedication LLC first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2020 and held it in 1 quarter.
  • Asset Dedication LLC's JPMorgan Diversified Return International Equity ETF position peaked at $16K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2020.

Based on Asset Dedication LLC's 13F filing for Q2 2020, filed 24 Aug 2020.