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

Caprock 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
2020
Q3 		– Sell
-6,250
Closed -$309K – 437
2020
Q2 		$309K Buy
+6,250
New +$296K 0.05% 285

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Caprock Group's JPIN Position: Q3 2020 in Review

Caprock Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2020, closing a stake of 6,250 shares — an estimated $309K sold.

Caprock Group first reported a position in JPIN in Q2 2020 and held it in 1 quarter. The position peaked at $309K in Q2 2020. 114 funds tracked by Wall St. Rank hold JPIN as of Q3 2020.

  • Caprock Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Caprock Group sold 6,250 JPMorgan Diversified Return International Equity ETF shares in Q3 2020, an estimated $309K.
  • Caprock Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2020 and held it in 1 quarter.
  • Caprock Group's JPMorgan Diversified Return International Equity ETF position peaked at $309K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2020.

Based on Caprock Group's 13F filing for Q3 2020, filed 29 Oct 2020.