Bouchey Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Bouchey Financial Group’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
2018 Q3	–	Sell	-219,817	Closed	-$12.7M	–	78
2018 Q2	$12.7M	Buy	219,817 +9,799	+5%	+$586K	3.43%	8
2018 Q1	$12.5M	Sell	210,018 -174,432	-45%	-$10.5M	3.58%	6
2017 Q4	$23.1M	Buy	384,450 +25,975	+7%	+$1.54M	6.68%	3
2017 Q3	$20.8M	Buy	358,475 +17,495	+5%	+$1,000K	6.5%	3
2017 Q2	$19.2M	Buy	340,980 +21,785	+7%	+$1.2M	6.14%	3
2017 Q1	$16.9M	Buy	319,195 +13,010	+4%	+$667K	5.88%	4
2016 Q4	$15M	Sell	306,185 -52,795	-15%	-$2.63M	6.22%	3
2016 Q3	$18.8M	Buy	+358,980	New	+$18.4M	7.34%	3

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bouchey Financial Group's JPIN Position: Q3 2018 in Review

Bouchey Financial Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2018, closing a stake of 219,817 shares — an estimated $12.7M sold.

Bouchey Financial Group first reported a position in JPIN in Q3 2016 and held it in 8 quarters. The position peaked at $23.1M in Q4 2017. 113 funds tracked by Wall St. Rank hold JPIN as of Q3 2018.

Bouchey Financial Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2018 after selling out during the quarter.
Bouchey Financial Group sold 219,817 JPMorgan Diversified Return International Equity ETF shares in Q3 2018, an estimated $12.7M.
Bouchey Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2016 and held it in 8 quarters.
Bouchey Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $23.1M in Q4 2017.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2018.

Based on Bouchey Financial Group's 13F filing for Q3 2018, filed 9 Oct 2018.