Benjamin F. Edwards & Company’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Benjamin F. Edwards & Company’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	-590	Closed	-$36K	–	1724
2021 Q1	$36K	Hold	590	–	–	﹤0.01%	1080
2020 Q4	$34K	Sell	590 -29	-5%	-$1.59K	﹤0.01%	1051
2020 Q3	$32K	Hold	619	–	–	﹤0.01%	998
2020 Q2	$31K	Buy	619 +8	+1%	+$379	﹤0.01%	984
2020 Q1	$26K	Sell	611 -392	-39%	-$20.4K	﹤0.01%	1001
2019 Q4	$57K	Buy	+1,003	New	+$55.4K	﹤0.01%	940
2019 Q3	–	Sell	-64	Closed	-$3K	–	1905
2019 Q2	$3K	Buy	+64	New	+$3.51K	﹤0.01%	1740
2017 Q3	–	Sell	-315	Closed	-$18K	–	1560
2017 Q2	$18K	Sell	315 -483	-61%	-$26.6K	﹤0.01%	929
2017 Q1	$42K	Sell	798 -26,443	-97%	-$1.35M	0.01%	710
2016 Q4	$1.33M	Buy	+27,241	New	+$1.36M	0.22%	111

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Benjamin F. Edwards & Company's JPIN Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2021, closing a stake of 590 shares — an estimated $36K sold.

Benjamin F. Edwards & Company first reported a position in JPIN in Q4 2016 and held it in 10 quarters. The position peaked at $1.33M in Q4 2016. 101 funds tracked by Wall St. Rank hold JPIN as of Q2 2021.

Benjamin F. Edwards & Company reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2021 after selling out during the quarter.
Benjamin F. Edwards & Company sold 590 JPMorgan Diversified Return International Equity ETF shares in Q2 2021, an estimated $36K.
Benjamin F. Edwards & Company first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2016 and held it in 10 quarters.
Benjamin F. Edwards & Company's JPMorgan Diversified Return International Equity ETF position peaked at $1.33M in Q4 2016.
101 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.