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Carolinas Wealth Consulting’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Carolinas Wealth 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
2020
Q4 		– Sell
-43
Closed -$2K – 950
2020
Q3 		$2K Buy
+43
New +$2.23K ﹤0.01% 708

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CW
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RIG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
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

Carolinas Wealth Consulting's JPIN Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2020, closing a stake of 43 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in JPIN in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 116 funds tracked by Wall St. Rank hold JPIN as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 43 JPMorgan Diversified Return International Equity ETF shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's JPMorgan Diversified Return International Equity ETF position peaked at $2K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.