Clear Creek Financial Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Clear Creek Financial Management’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	-4,019	Closed	-$233K	–	181
2019 Q4	$233K	Sell	4,019 -143	-3%	-$7.91K	0.09%	118
2019 Q3	$233K	Sell	4,162 -433	-9%	-$23K	0.11%	113
2019 Q2	$250K	Buy	+4,595	New	+$252K	0.11%	100

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Clear Creek Financial Management's JPIN Position: Q1 2020 in Review

Clear Creek Financial Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 4,019 shares — an estimated $233K sold.

Clear Creek Financial Management first reported a position in JPIN in Q2 2019 and held it in 3 quarters. The position peaked at $250K in Q2 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Clear Creek Financial Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Clear Creek Financial Management sold 4,019 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $233K.
Clear Creek Financial Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2019 and held it in 3 quarters.
Clear Creek Financial Management's JPMorgan Diversified Return International Equity ETF position peaked at $250K in Q2 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Clear Creek Financial Management's 13F filing for Q1 2020, filed 23 Apr 2020.