Frontier Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Frontier Wealth 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
2022 Q2	$1.01M	Sell	20,730 -223	-1%	-$11.8K	0.07%	176
2022 Q1	$1.16M	Sell	20,953 -342	-2%	-$19.6K	0.01%	160
2021 Q4	$1.26M	Sell	21,295 -1,754	-8%	-$106K	0.08%	153
2021 Q3	$1.39M	Sell	23,049 -296	-1%	-$18.5K	0.1%	146
2021 Q2	$1.46M	Sell	23,345 -1,084	-4%	-$68.3K	0.1%	144
2021 Q1	$1.49M	Sell	24,429 -2,161	-8%	-$130K	0.11%	133
2020 Q4	$1.55M	Sell	26,590 -262	-1%	-$14.3K	0.13%	129
2020 Q3	$1.39M	Sell	26,852 -3,080	-10%	-$160K	0.13%	120
2020 Q2	$1.48M	Sell	29,932 -81,181	-73%	-$3.84M	0.14%	113
2020 Q1	$4.8M	Sell	111,113 -80,908	-42%	-$4.2M	0.78%	38
2019 Q4	$11M	Sell	192,021 -79,912	-29%	-$4.42M	1.76%	7
2019 Q3	$14.5M	Sell	271,933 -14,644	-5%	-$777K	2.14%	7
2019 Q2	$15.6M	Sell	286,577 -19,428	-6%	-$1.06M	2.3%	8
2019 Q1	$16.9M	Buy	306,005 +4,861	+2%	+$265K	2.29%	7
2018 Q4	$15.3M	Sell	301,144 -18,364	-6%	-$981K	2.33%	7
2018 Q3	$18.7M	Buy	319,508 +1,555	+0.5%	+$89.9K	1.78%	6
2018 Q2	$18.3M	Buy	317,953 +10,244	+3%	+$613K	2.62%	6
2018 Q1	$18.3M	Buy	307,709 +22,684	+8%	+$1.37M	2.56%	3
2017 Q4	$17.1M	Buy	285,025 +14,903	+6%	+$885K	2.75%	3
2017 Q3	$15.6M	Sell	270,122 -3,031	-1%	-$173K	2.25%	4
2017 Q2	$15.3M	Buy	273,153 +5,147	+2%	+$283K	2.35%	3
2017 Q1	$14.2M	Buy	268,006 +30,028	+13%	+$1.54M	2.18%	4
2016 Q4	$11.6M	Sell	237,978 -30,280	-11%	-$1.51M	1.9%	6
2016 Q3	$14M	Buy	+268,258	New	+$13.7M	2.13%	5

Other funds holding JPIN

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Frontier Wealth Management's JPIN Position: Q2 2022 in Review

Frontier Wealth Management reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.1% in Q2 2022, selling an estimated $11.8K and leaving 20,730 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #176.

Frontier Wealth Management first reported a position in JPIN in Q3 2016 and has held it in 24 quarters since. The position peaked at $18.7M in Q3 2018. 93 funds tracked by Wall St. Rank hold JPIN as of Q2 2022.

Frontier Wealth Management held 20,730 shares of JPMorgan Diversified Return International Equity ETF worth $1.01M as of Q2 2022.
Frontier Wealth Management sold 223 JPMorgan Diversified Return International Equity ETF shares in Q2 2022, an estimated $11.8K.
JPMorgan Diversified Return International Equity ETF made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #176 holding.
Frontier Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2016 and has held it in 24 quarters since.
Frontier Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $18.7M in Q3 2018.
93 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.