Frisch Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Frisch Financial Group’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 Q3	–	Sell	-5,387	Closed	-$280K	–	119
2023 Q2	$280K	Buy	5,387 +136	+3%	+$7.2K	0.13%	91
2023 Q1	$275K	Buy	5,251 +15	+0.3%	+$774	0.11%	97
2022 Q4	$258K	Buy	5,236 +28	+0.5%	+$1.32K	0.1%	108
2022 Q3	$223K	Buy	+5,208	New	+$251K	0.09%	105

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Frisch Financial Group's JPIN Position: Q3 2023 in Review

Frisch Financial Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2023, closing a stake of 5,387 shares — an estimated $280K sold.

Frisch Financial Group first reported a position in JPIN in Q3 2022 and held it in 4 quarters. The position peaked at $280K in Q2 2023. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2023.

Frisch Financial Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2023 after selling out during the quarter.
Frisch Financial Group sold 5,387 JPMorgan Diversified Return International Equity ETF shares in Q3 2023, an estimated $280K.
Frisch Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2022 and held it in 4 quarters.
Frisch Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $280K in Q2 2023.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2023.

Based on Frisch Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.