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BBJS Financial Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

BBJS Financial Advisors’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
Q2 		– Sell
-300
Closed -$16.9K – 176
2024
Q1 		$16.9K Buy
+300
New +$16.3K 0.01% 86

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BBJS Financial Advisors's JPIN Position: Q2 2024 in Review

BBJS Financial Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2024, closing a stake of 300 shares — an estimated $16.9K sold.

BBJS Financial Advisors first reported a position in JPIN in Q1 2024 and held it in 1 quarter. The position peaked at $16.9K in Q1 2024. 97 funds tracked by Wall St. Rank hold JPIN as of Q2 2024.

  • BBJS Financial Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 300 JPMorgan Diversified Return International Equity ETF shares in Q2 2024, an estimated $16.9K.
  • BBJS Financial Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2024 and held it in 1 quarter.
  • BBJS Financial Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $16.9K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.