Edge Capital Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Edge Capital 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
2019 Q3	–	Sell	-25,795	Closed	-$1.41M	–	242
2019 Q2	$1.41M	Buy	+25,795	New	+$1.41M	0.14%	103
2019 Q1	–	Sell	-34,695	Closed	-$1.77M	–	240
2018 Q4	$1.77M	Buy	+34,695	New	+$1.85M	0.19%	85

Other funds holding JPIN

CPO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAG

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Edge Capital Group's JPIN Position: Q3 2019 in Review

Edge Capital Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2019, closing a stake of 25,795 shares — an estimated $1.41M sold.

Edge Capital Group first reported a position in JPIN in Q4 2018 and held it in 2 quarters. The position peaked at $1.77M in Q4 2018. 133 funds tracked by Wall St. Rank hold JPIN as of Q3 2019.

Edge Capital Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2019 after selling out during the quarter.
Edge Capital Group sold 25,795 JPMorgan Diversified Return International Equity ETF shares in Q3 2019, an estimated $1.41M.
Edge Capital Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 2 quarters.
Edge Capital Group's JPMorgan Diversified Return International Equity ETF position peaked at $1.77M in Q4 2018.
133 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2019.

Based on Edge Capital Group's 13F filing for Q3 2019, filed 12 Nov 2019.