Focus Financial Network’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-4,764	Closed	-$272K	–	402
2019 Q4	$272K	Sell	4,764 -294	-6%	-$16.3K	0.03%	334
2019 Q3	$269K	Sell	5,058 -612	-11%	-$32.5K	0.04%	314
2019 Q2	$309K	Sell	5,670 -32	-0.6%	-$1.75K	0.05%	282
2019 Q1	$315K	Buy	+5,702	New	+$311K	0.05%	266

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

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

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

CAG

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

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

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

LWA

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

RIG

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Focus Financial Network's JPIN Position: Q1 2020 in Review

Focus Financial Network sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 4,764 shares — an estimated $272K sold.

Focus Financial Network first reported a position in JPIN in Q1 2019 and held it in 4 quarters. The position peaked at $315K in Q1 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Focus Financial Network reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Focus Financial Network sold 4,764 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $272K.
Focus Financial Network first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and held it in 4 quarters.
Focus Financial Network's JPMorgan Diversified Return International Equity ETF position peaked at $315K in Q1 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Focus Financial Network's 13F filing for Q1 2020, filed 24 Jul 2024.