Crestwood Advisors Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Crestwood Advisors 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
2022 Q3	–	Sell	-36,269	Closed	-$1.77M	–	274
2022 Q2	$1.77M	Sell	36,269 -13,713	-27%	-$727K	0.06%	123
2022 Q1	$2.82M	Sell	49,982 -31,958	-39%	-$1.83M	0.08%	110
2021 Q4	$4.85M	Sell	81,940 -14,254	-15%	-$860K	0.13%	99
2021 Q3	$5.8M	Sell	96,194 -6,660	-6%	-$417K	0.16%	93
2021 Q2	$6.42M	Sell	102,854 -43,733	-30%	-$2.76M	0.19%	89
2021 Q1	$8.94M	Sell	146,587 -375,994	-72%	-$22.7M	0.28%	79
2020 Q4	$30.4M	Buy	522,581 +74,670	+17%	+$4.08M	1%	43
2020 Q3	$23.1M	Buy	447,911 +67,664	+18%	+$3.51M	0.87%	44
2020 Q2	$18.8M	Sell	380,247 -289,328	-43%	-$13.7M	0.75%	48
2020 Q1	$29M	Sell	669,575 -186,924	-22%	-$9.71M	1.44%	19
2019 Q4	$48.9M	Buy	856,499 +9,821	+1%	+$543K	1.94%	12
2019 Q3	$45M	Sell	846,678 -3,802	-0.4%	-$202K	1.98%	9
2019 Q2	$46.3M	Buy	850,480 +11,144	+1%	+$611K	2.1%	10
2019 Q1	$46.4M	Sell	839,336 -73,698	-8%	-$4.02M	3.32%	4
2018 Q4	$46.5M	Buy	+913,034	New	+$48.8M	3.7%	3

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Crestwood Advisors Group's JPIN Position: Q3 2022 in Review

Crestwood Advisors Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2022, closing a stake of 36,269 shares — an estimated $1.77M sold.

Crestwood Advisors Group first reported a position in JPIN in Q4 2018 and held it in 15 quarters. The position peaked at $48.9M in Q4 2019. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2022.

Crestwood Advisors Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2022 after selling out during the quarter.
Crestwood Advisors Group sold 36,269 JPMorgan Diversified Return International Equity ETF shares in Q3 2022, an estimated $1.77M.
Crestwood Advisors Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 15 quarters.
Crestwood Advisors Group's JPMorgan Diversified Return International Equity ETF position peaked at $48.9M in Q4 2019.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2022.

Based on Crestwood Advisors Group's 13F filing for Q3 2022, filed 26 Oct 2022.