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

Creative Planning’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	-8,962	Closed	-$512K	–	1988
2019 Q4	$512K	Buy	8,962 +44	+0.5%	+$2.43K	﹤0.01%	1097
2019 Q3	$474K	Buy	8,918 +744	+9%	+$39.5K	﹤0.01%	1095
2019 Q2	$445K	Buy	8,174 +4,545	+125%	+$249K	﹤0.01%	1147
2019 Q1	$201K	Buy	+3,629	New	+$198K	﹤0.01%	1579
2018 Q4	–	Sell	-3,438	Closed	-$201K	–	2025
2018 Q3	$201K	Buy	+3,438	New	+$199K	﹤0.01%	1679
2017 Q3	–	Sell	-200	Closed	-$11K	–	2829
2017 Q2	$11K	Sell	200 -430	-68%	-$23.7K	﹤0.01%	3572
2017 Q1	$33K	Buy	+630	New	+$32.3K	﹤0.01%	2768

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 $6.46B AUM 18.45% 1-Year Est. Return

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

Creative Planning's JPIN Position: Q1 2020 in Review

Creative Planning sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 8,962 shares — an estimated $512K sold.

Creative Planning first reported a position in JPIN in Q1 2017 and held it in 7 quarters. The position peaked at $512K in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Creative Planning reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 8,962 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $512K.
Creative Planning first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2017 and held it in 7 quarters.
Creative Planning's JPMorgan Diversified Return International Equity ETF position peaked at $512K in Q4 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.