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Atwood & Palmer’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-349
Closed -$21K – 433
2021
Q1 		$21K Buy
+349
New +$21K ﹤0.01% 287

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Atwood & Palmer's JPIN Position: Q2 2021 in Review

Atwood & Palmer sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2021, closing a stake of 349 shares — an estimated $21K sold.

Atwood & Palmer first reported a position in JPIN in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 101 funds tracked by Wall St. Rank hold JPIN as of Q2 2021.

  • Atwood & Palmer reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Atwood & Palmer sold 349 JPMorgan Diversified Return International Equity ETF shares in Q2 2021, an estimated $21K.
  • Atwood & Palmer first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2021 and held it in 1 quarter.
  • Atwood & Palmer's JPMorgan Diversified Return International Equity ETF position peaked at $21K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.