Choice Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Choice Wealth Advisors’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 Q1	–	Sell	-5,439	Closed	-$322K	–	24
2021 Q4	$322K	Sell	5,439 -5,485	-50%	-$331K	0.24%	22
2021 Q3	$659K	Sell	10,924 -202,401	-95%	-$12.7M	0.53%	15
2021 Q2	$13.3M	Buy	213,325 +12,952	+6%	+$816K	9.57%	4
2021 Q1	$12.2M	Buy	200,373 +9,431	+5%	+$568K	10.09%	4
2020 Q4	$11.1M	Buy	+190,942	New	+$10.4M	10.03%	4

Other funds holding JPIN

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

Jane Street New York $777B AUM 61.18% 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

LWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Choice Wealth Advisors's JPIN Position: Q1 2022 in Review

Choice Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2022, closing a stake of 5,439 shares — an estimated $322K sold.

Choice Wealth Advisors first reported a position in JPIN in Q4 2020 and held it in 5 quarters. The position peaked at $13.3M in Q2 2021. 102 funds tracked by Wall St. Rank hold JPIN as of Q1 2022.

Choice Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2022 after selling out during the quarter.
Choice Wealth Advisors sold 5,439 JPMorgan Diversified Return International Equity ETF shares in Q1 2022, an estimated $322K.
Choice Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 5 quarters.
Choice Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $13.3M in Q2 2021.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2022.

Based on Choice Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.