Atria Investments’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Atria Investments’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 Q4	–	Sell	-10,980	Closed	-$641K	–	964
2018 Q3	$641K	Buy	10,980 +2,115	+24%	+$122K	0.03%	527
2018 Q2	$511K	Buy	8,865 +1,400	+19%	+$83.8K	0.02%	566
2018 Q1	$444K	Buy	7,465 +863	+13%	+$52K	0.02%	550
2017 Q4	$396K	Buy	6,602 +569	+9%	+$33.8K	0.02%	555
2017 Q3	$349K	Sell	6,033 -432	-7%	-$24.7K	0.02%	559
2017 Q2	$363K	Buy	6,465 +1,292	+25%	+$71.1K	0.02%	508
2017 Q1	$274K	Buy	5,173 +784	+18%	+$40.2K	0.02%	551
2016 Q4	$215K	Buy	4,389 +217	+5%	+$10.8K	0.02%	579
2016 Q3	$218K	Buy	+4,172	New	+$214K	0.02%	485

Other funds holding JPIN

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

CPO

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

LTFS

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

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

BCI

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

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

Atria Investments's JPIN Position: Q4 2018 in Review

Atria Investments sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 10,980 shares — an estimated $641K sold.

Atria Investments first reported a position in JPIN in Q3 2016 and held it in 9 quarters. The position peaked at $641K in Q3 2018. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Atria Investments reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Atria Investments sold 10,980 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $641K.
Atria Investments first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2016 and held it in 9 quarters.
Atria Investments's JPMorgan Diversified Return International Equity ETF position peaked at $641K in Q3 2018.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Atria Investments's 13F filing for Q4 2018, filed 12 Feb 2019.