Buckingham Strategic Wealth’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Buckingham Strategic Wealth’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 Q3	–	Sell	-6,296	Closed	-$307K	–	625
2022 Q2	$307K	Sell	6,296 -10	-0.2%	-$530	0.01%	461
2022 Q1	$356K	Hold	6,306	–	–	0.01%	426
2021 Q4	$373K	Sell	6,306 -1,383	-18%	-$83.4K	0.01%	421
2021 Q3	$464K	Sell	7,689 -739	-9%	-$46.2K	0.01%	372
2021 Q2	$526K	Sell	8,428 -2,587	-23%	-$163K	0.01%	343
2021 Q1	$672K	Sell	11,015 -10,754	-49%	-$648K	0.03%	278
2020 Q4	$1.27M	Sell	21,769 -15,888	-42%	-$869K	0.07%	197
2020 Q3	$1.94M	Buy	+37,657	New	+$1.95M	0.15%	114

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Buckingham Strategic Wealth's JPIN Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2022, closing a stake of 6,296 shares — an estimated $307K sold.

Buckingham Strategic Wealth first reported a position in JPIN in Q3 2020 and held it in 8 quarters. The position peaked at $1.94M in Q3 2020. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2022.

Buckingham Strategic Wealth reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 6,296 JPMorgan Diversified Return International Equity ETF shares in Q3 2022, an estimated $307K.
Buckingham Strategic Wealth first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2020 and held it in 8 quarters.
Buckingham Strategic Wealth's JPMorgan Diversified Return International Equity ETF position peaked at $1.94M in Q3 2020.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.