Galvin Gaustad & Stein’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Galvin Gaustad & Stein’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
2024 Q1	–	Sell	-18,975	Closed	-$1.03M	–	190
2023 Q4	$1.03M	Sell	18,975 -4,411	-19%	-$227K	0.1%	89
2023 Q3	$1.18M	Buy	23,386 +793	+4%	+$41.5K	0.12%	83
2023 Q2	$1.17M	Sell	22,593 -1,946	-8%	-$103K	0.11%	83
2023 Q1	$1.28M	Sell	24,539 -1,794	-7%	-$92.6K	0.13%	80
2022 Q4	$1.3M	Sell	26,333 -5,999	-19%	-$282K	0.13%	81
2022 Q3	$1.38M	Sell	32,332 -6,431	-17%	-$310K	0.15%	85
2022 Q2	$1.89M	Sell	38,763 -3,560	-8%	-$189K	0.19%	75
2022 Q1	$2.39M	Sell	42,323 -714	-2%	-$40.9K	0.22%	74
2021 Q4	$2.55M	Sell	43,037 -1,441	-3%	-$86.9K	0.22%	80
2021 Q3	$2.68M	Buy	44,478 +910	+2%	+$56.9K	0.26%	77
2021 Q2	$2.72M	Sell	43,568 -632	-1%	-$39.8K	0.26%	80
2021 Q1	$2.7M	Sell	44,200 -1,646	-4%	-$99.2K	0.27%	81
2020 Q4	$2.67M	Buy	+45,846	New	+$2.51M	0.28%	82

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Galvin Gaustad & Stein's JPIN Position: Q1 2024 in Review

Galvin Gaustad & Stein sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2024, closing a stake of 18,975 shares — an estimated $1.03M sold.

Galvin Gaustad & Stein first reported a position in JPIN in Q4 2020 and held it in 13 quarters. The position peaked at $2.72M in Q2 2021. 99 funds tracked by Wall St. Rank hold JPIN as of Q1 2024.

Galvin Gaustad & Stein reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2024 after selling out during the quarter.
Galvin Gaustad & Stein sold 18,975 JPMorgan Diversified Return International Equity ETF shares in Q1 2024, an estimated $1.03M.
Galvin Gaustad & Stein first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 13 quarters.
Galvin Gaustad & Stein's JPMorgan Diversified Return International Equity ETF position peaked at $2.72M in Q2 2021.
99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2024, filed 15 Apr 2024.