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Bedel Financial Consulting’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-1,873
Closed -$106K – 544
2022
Q1 		$106K Hold
1,873
– – 0.03% 272
2021
Q4 		$111K Hold
1,873
– – 0.03% 265
2021
Q3 		$113K Buy
+1,873
New +$117K 0.04% 253

Other funds holding JPIN

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CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bedel Financial Consulting's JPIN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2022, closing a stake of 1,873 shares — an estimated $106K sold.

Bedel Financial Consulting first reported a position in JPIN in Q3 2021 and held it in 3 quarters. The position peaked at $113K in Q3 2021. 93 funds tracked by Wall St. Rank hold JPIN as of Q2 2022.

  • Bedel Financial Consulting reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,873 JPMorgan Diversified Return International Equity ETF shares in Q2 2022, an estimated $106K.
  • Bedel Financial Consulting first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's JPMorgan Diversified Return International Equity ETF position peaked at $113K in Q3 2021.
  • 93 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.