Fairview Capital Investment Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Fairview Capital Investment Management’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
2020 Q2	–	Sell	-74,043	Closed	-$3.2M	–	130
2020 Q1	$3.2M	Sell	74,043 -56,127	-43%	-$2.92M	0.19%	57
2019 Q4	$7.43M	Buy	130,170 +21,800	+20%	+$1.21M	0.37%	41
2019 Q3	$5.76M	Sell	108,370 -25,400	-19%	-$1.35M	0.29%	50
2019 Q2	$7.29M	Buy	133,770 +4,650	+4%	+$255K	0.37%	45
2019 Q1	$7.14M	Buy	129,120 +69,300	+116%	+$3.78M	0.38%	44
2018 Q4	$3.04M	Buy	59,820 +22,700	+61%	+$1.21M	0.18%	61
2018 Q3	$2.17M	Buy	37,120 +31,095	+516%	+$1.8M	0.12%	68
2018 Q2	$347K	Buy	+6,025	New	+$361K	0.02%	105

Other funds holding JPIN

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

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

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

RIG

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

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

CAG

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

CPO

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

Fairview Capital Investment Management's JPIN Position: Q2 2020 in Review

Fairview Capital Investment Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2020, closing a stake of 74,043 shares — an estimated $3.2M sold.

Fairview Capital Investment Management first reported a position in JPIN in Q2 2018 and held it in 8 quarters. The position peaked at $7.43M in Q4 2019. 114 funds tracked by Wall St. Rank hold JPIN as of Q2 2020.

Fairview Capital Investment Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2020 after selling out during the quarter.
Fairview Capital Investment Management sold 74,043 JPMorgan Diversified Return International Equity ETF shares in Q2 2020, an estimated $3.2M.
Fairview Capital Investment Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2018 and held it in 8 quarters.
Fairview Capital Investment Management's JPMorgan Diversified Return International Equity ETF position peaked at $7.43M in Q4 2019.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2020.

Based on Fairview Capital Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.