Creative Financial Designs’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Creative Financial Designs’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	-3,969	Closed	-$228K	–	545
2019 Q4	$228K	Sell	3,969 -249	-6%	-$13.8K	0.1%	139
2019 Q3	$219K	Buy	4,218 +29	+0.7%	+$1.54K	0.12%	132
2019 Q2	$227K	Sell	4,189 -1,445	-26%	-$79.2K	0.12%	130
2019 Q1	$312K	Sell	5,634 -204	-3%	-$11.1K	0.19%	92
2018 Q4	$297K	Sell	5,838 -760	-12%	-$40.6K	0.22%	86
2018 Q3	$385K	Sell	6,598 -1,645	-20%	-$95.1K	0.22%	83
2018 Q2	$475K	Sell	8,243 -335	-4%	-$20.1K	0.28%	78
2018 Q1	$510K	Buy	8,578 +692	+9%	+$41.7K	0.33%	70
2017 Q4	$474K	Buy	7,886 +281	+4%	+$16.7K	0.32%	75
2017 Q3	$440K	Buy	7,605 +363	+5%	+$20.7K	0.25%	89
2017 Q2	$407K	Buy	7,242 +3,503	+94%	+$193K	0.26%	87
2017 Q1	$198K	Buy	3,739 +3,533	+1,715%	+$181K	0.14%	133
2016 Q4	$10K	Buy	+206	New	+$10.2K	0.01%	393

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

Creative Financial Designs's JPIN Position: Q1 2020 in Review

Creative Financial Designs sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 3,969 shares — an estimated $228K sold.

Creative Financial Designs first reported a position in JPIN in Q4 2016 and held it in 13 quarters. The position peaked at $510K in Q1 2018. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Creative Financial Designs reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Creative Financial Designs sold 3,969 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $228K.
Creative Financial Designs first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2016 and held it in 13 quarters.
Creative Financial Designs's JPMorgan Diversified Return International Equity ETF position peaked at $510K in Q1 2018.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Creative Financial Designs's 13F filing for Q1 2020, filed 22 Apr 2020.