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

DWM 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	$9.75M	Buy	167,431 +9,651	+6%	+$528K	13.27%	1
2020 Q3	$8.14M	Buy	157,780 +862	+0.5%	+$44.7K	12.72%	2
2020 Q2	$7.75M	Buy	156,918 +30,020	+24%	+$1.42M	11.56%	1
2020 Q1	$5.49M	Sell	126,898 -35,840	-22%	-$1.86M	12.06%	2
2019 Q4	$9.29M	Buy	+162,738	New	+$9M	9.46%	2

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

LWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CPO

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

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

DWM Financial Group increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 6.1% in Q4 2020, buying an estimated $528K and bringing the position to 167,431 shares worth $9.75M. The position accounts for 13.27% of the portfolio, ranked #1.

DWM Financial Group first reported a position in JPIN in Q4 2019 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold JPIN as of Q4 2020.

DWM Financial Group held 167,431 shares of JPMorgan Diversified Return International Equity ETF worth $9.75M as of Q4 2020.
DWM Financial Group bought 9,651 JPMorgan Diversified Return International Equity ETF shares in Q4 2020, an estimated $528K.
JPMorgan Diversified Return International Equity ETF made up 13.27% of DWM Financial Group's portfolio in Q4 2020, its #1 holding.
DWM Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and has held it in 5 quarters since.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.