Cooper Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Cooper Financial Group’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 Q4	–	Sell	-4,344	Closed	-$224K	–	300
2020 Q3	$224K	Sell	4,344 -2,159	-33%	-$112K	0.06%	183
2020 Q2	$321K	Sell	6,503 -41	-0.6%	-$1.94K	0.1%	139
2020 Q1	$283K	Sell	6,544 -6,330	-49%	-$329K	0.12%	113
2019 Q4	$735K	Sell	12,874 -137	-1%	-$7.57K	0.29%	53
2019 Q3	$692K	Sell	13,011 -1,922	-13%	-$102K	0.31%	48
2019 Q2	$813K	Sell	14,933 -11,204	-43%	-$614K	0.39%	38
2019 Q1	$1.45M	Sell	26,137 -3,198	-11%	-$174K	0.8%	23
2018 Q4	$1.49M	Buy	+29,335	New	+$1.57M	1.01%	22

Other funds holding JPIN

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

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

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

RIG

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

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

CAG

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

LWA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Cooper Financial Group's JPIN Position: Q4 2020 in Review

Cooper Financial Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2020, closing a stake of 4,344 shares — an estimated $224K sold.

Cooper Financial Group first reported a position in JPIN in Q4 2018 and held it in 8 quarters. The position peaked at $1.49M in Q4 2018. 116 funds tracked by Wall St. Rank hold JPIN as of Q4 2020.

Cooper Financial Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2020 after selling out during the quarter.
Cooper Financial Group sold 4,344 JPMorgan Diversified Return International Equity ETF shares in Q4 2020, an estimated $224K.
Cooper Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 8 quarters.
Cooper Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $1.49M in Q4 2018.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2020.

Based on Cooper Financial Group's 13F filing for Q4 2020, filed 16 Feb 2021.