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Dynamic Advisor Solutions’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Dynamic Advisor Solutions’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
2023
Q1 		– Sell
-4,479
Closed -$221K – 781
2022
Q4 		$221K Buy
+4,479
New +$211K 0.02% 640

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Dynamic Advisor Solutions's JPIN Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2023, closing a stake of 4,479 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in JPIN in Q4 2022 and held it in 1 quarter. The position peaked at $221K in Q4 2022. 90 funds tracked by Wall St. Rank hold JPIN as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,479 JPMorgan Diversified Return International Equity ETF shares in Q1 2023, an estimated $221K.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2022 and held it in 1 quarter.
  • Dynamic Advisor Solutions's JPMorgan Diversified Return International Equity ETF position peaked at $221K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.