Essex Savings Bank’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Essex Savings Bank’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 Q2	–	Sell	-1,961	Closed	-$108K	–	766
2019 Q1	$108K	Sell	1,961 -27	-1%	-$1.47K	0.06%	210
2018 Q4	$101K	Buy	+1,988	New	+$106K	0.06%	206

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

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

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Essex Savings Bank's JPIN Position: Q2 2019 in Review

Essex Savings Bank sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2019, closing a stake of 1,961 shares — an estimated $108K sold.

Essex Savings Bank first reported a position in JPIN in Q4 2018 and held it in 2 quarters. The position peaked at $108K in Q1 2019. 144 funds tracked by Wall St. Rank hold JPIN as of Q2 2019.

Essex Savings Bank reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2019 after selling out during the quarter.
Essex Savings Bank sold 1,961 JPMorgan Diversified Return International Equity ETF shares in Q2 2019, an estimated $108K.
Essex Savings Bank first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 2 quarters.
Essex Savings Bank's JPMorgan Diversified Return International Equity ETF position peaked at $108K in Q1 2019.
144 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2019.

Based on Essex Savings Bank's 13F filing for Q2 2019, filed 9 Aug 2019.