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

Geneos 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
2020 Q4	–	Sell	-100	Closed	-$5K	–	2941
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2175
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	2213
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	2104
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	2187
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	2100
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	2113
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	2039
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	1985
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	2055
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	1913
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	1855
2017 Q4	$6K	Buy	+100	New	+$5.94K	﹤0.01%	1773

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

CAG

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

LWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CPO

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

Geneos Wealth Management's JPIN Position: Q4 2020 in Review

Geneos Wealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in JPIN in Q4 2017 and held it in 12 quarters. The position peaked at $6K in Q4 2017. 116 funds tracked by Wall St. Rank hold JPIN as of Q4 2020.

Geneos Wealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 100 JPMorgan Diversified Return International Equity ETF shares in Q4 2020, an estimated $5K.
Geneos Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 12 quarters.
Geneos Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $6K in Q4 2017.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.