Cedar Brook Financial Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Cedar Brook Financial Partners’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 Q1	–	Sell	-5,331	Closed	-$304K	–	275
2019 Q4	$304K	Sell	5,331 -117	-2%	-$6.47K	0.13%	202
2019 Q3	$290K	Buy	5,448 +35	+0.6%	+$1.86K	0.13%	210
2019 Q2	$295K	Sell	5,413 -1,503	-22%	-$82.4K	0.14%	208
2019 Q1	$382K	Buy	6,916 +857	+14%	+$46.7K	0.19%	168
2018 Q4	$308K	Buy	+6,059	New	+$324K	0.19%	169

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Cedar Brook Financial Partners's JPIN Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 5,331 shares — an estimated $304K sold.

Cedar Brook Financial Partners first reported a position in JPIN in Q4 2018 and held it in 5 quarters. The position peaked at $382K in Q1 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Cedar Brook Financial Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,331 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $304K.
Cedar Brook Financial Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 5 quarters.
Cedar Brook Financial Partners's JPMorgan Diversified Return International Equity ETF position peaked at $382K in Q1 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.