Epstein & White Financial’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Epstein & White Financial’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
2018 Q4	–	Sell	-5,082	Closed	-$292K	–	91
2018 Q3	$292K	Sell	5,082 -369	-7%	-$21.3K	0.19%	60
2018 Q2	$310K	Sell	5,451 -71	-1%	-$4.25K	0.23%	71
2018 Q1	$322K	Sell	5,522 -10	-0.2%	-$602	0.21%	79
2017 Q4	$338K	Buy	+5,532	New	+$329K	0.2%	73

Other funds holding JPIN

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

CPO

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

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

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

CAG

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

LTFS

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Epstein & White Financial's JPIN Position: Q4 2018 in Review

Epstein & White Financial sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 5,082 shares — an estimated $292K sold.

Epstein & White Financial first reported a position in JPIN in Q4 2017 and held it in 4 quarters. The position peaked at $338K in Q4 2017. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Epstein & White Financial reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Epstein & White Financial sold 5,082 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $292K.
Epstein & White Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 4 quarters.
Epstein & White Financial's JPMorgan Diversified Return International Equity ETF position peaked at $338K in Q4 2017.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.