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

Clarity 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
2020
Q1 		– Sell
-18,571
Closed -$1.06M – 64
2019
Q4 		$1.06M Buy
+18,571
New +$1.03M 0.89% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Clarity Wealth Advisors's JPIN Position: Q1 2020 in Review

Clarity Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 18,571 shares — an estimated $1.06M sold.

Clarity Wealth Advisors first reported a position in JPIN in Q4 2019 and held it in 1 quarter. The position peaked at $1.06M in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

  • Clarity Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Clarity Wealth Advisors sold 18,571 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $1.06M.
  • Clarity Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and held it in 1 quarter.
  • Clarity Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $1.06M in Q4 2019.
  • 124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Clarity Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.