Clear Perspective Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-173	Closed	-$10K	–	295
2018 Q2	$10K	Hold	173	–	–	0.01%	367
2018 Q1	$10K	Buy	+173	New	+$10.4K	0.01%	348

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CPO

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's JPIN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2018, closing a stake of 173 shares — an estimated $10K sold.

Clear Perspective Advisors first reported a position in JPIN in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 113 funds tracked by Wall St. Rank hold JPIN as of Q3 2018.

Clear Perspective Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 173 JPMorgan Diversified Return International Equity ETF shares in Q3 2018, an estimated $10K.
Clear Perspective Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $10K in Q2 2018.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.