BDO Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

BDO Wealth 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
2020 Q3	–	Sell	-249	Closed	-$12K	–	919
2020 Q2	$12K	Sell	249 -5,990	-96%	-$283K	﹤0.01%	481
2020 Q1	$270K	Sell	6,239 -63,914	-91%	-$3.32M	0.05%	173
2019 Q4	$4M	Sell	70,153 -21,438	-23%	-$1.19M	1.03%	20
2019 Q3	$4.87M	Sell	91,591 -15,688	-15%	-$832K	1.25%	18
2019 Q2	$5.84M	Sell	107,279 -6,658	-6%	-$365K	1.59%	15
2019 Q1	$6.3M	Buy	113,937 +469	+0.4%	+$25.6K	1.83%	12
2018 Q4	$5.77M	Buy	113,468 +11,859	+12%	+$633K	1.99%	12
2018 Q3	$5.93M	Buy	101,609 +3,663	+4%	+$212K	1.92%	11
2018 Q2	$5.64M	Buy	97,946 +4,758	+5%	+$285K	1.92%	12
2018 Q1	$5.54M	Buy	93,188 +92,219	+9,517%	+$5.55M	2.08%	13
2017 Q4	$58K	Buy	969 +116	+14%	+$6.89K	0.03%	199
2017 Q3	$49K	Sell	853 -72,388	-99%	-$4.14M	0.02%	199
2017 Q2	$4.11M	Buy	+73,241	New	+$4.03M	1.8%	13

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

BDO Wealth Advisors's JPIN Position: Q3 2020 in Review

BDO Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2020, closing a stake of 249 shares — an estimated $12K sold.

BDO Wealth Advisors first reported a position in JPIN in Q2 2017 and held it in 13 quarters. The position peaked at $6.3M in Q1 2019. 114 funds tracked by Wall St. Rank hold JPIN as of Q3 2020.

BDO Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2020 after selling out during the quarter.
BDO Wealth Advisors sold 249 JPMorgan Diversified Return International Equity ETF shares in Q3 2020, an estimated $12K.
BDO Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 13 quarters.
BDO Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $6.3M in Q1 2019.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.