Bank of Montreal
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Bank of Montreal’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-1,120
Closed -$63.2K – 4057
2024
Q2 		$63.2K Sell
1,120
-606
-35% -$34K ﹤0.01% 3378
2024
Q1 		$97.3K Buy
1,726
+1,230
+248% +$66.9K ﹤0.01% 3293
2023
Q4 		$27K Buy
+496
New +$25.6K ﹤0.01% 3691
2023
Q1 		– Sell
-386
Closed -$19.1K – 3988
2022
Q4 		$19.1K Buy
+386
New +$18.2K ﹤0.01% 3707

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal's JPIN Position: Q3 2024 in Review

Bank of Montreal sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2024, closing a stake of 1,120 shares — an estimated $63.2K sold.

Bank of Montreal first reported a position in JPIN in Q4 2022 and held it in 4 quarters. The position peaked at $97.3K in Q1 2024. 95 funds tracked by Wall St. Rank hold JPIN as of Q3 2024.

  • Bank of Montreal reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,120 JPMorgan Diversified Return International Equity ETF shares in Q3 2024, an estimated $63.2K.
  • Bank of Montreal first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2022 and held it in 4 quarters.
  • Bank of Montreal's JPMorgan Diversified Return International Equity ETF position peaked at $97.3K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.