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EP Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-10,000
Closed -$43.4K – 699
2023
Q1 		$43.4K Buy
+10,000
New +$516K ﹤0.01% 609

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

EP Wealth Advisors's JPIN Position: Q2 2023 in Review

EP Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2023, closing a stake of 10,000 shares — an estimated $43.4K sold.

EP Wealth Advisors first reported a position in JPIN in Q1 2023 and held it in 1 quarter. The position peaked at $43.4K in Q1 2023. 94 funds tracked by Wall St. Rank hold JPIN as of Q2 2023.

  • EP Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 10,000 JPMorgan Diversified Return International Equity ETF shares in Q2 2023, an estimated $43.4K.
  • EP Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2023 and held it in 1 quarter.
  • EP Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $43.4K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.