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Glassman Wealth Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,217
Closed -$72K – 1797
2021
Q4 		$72K Buy
+1,217
New +$73.4K 0.01% 299

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Glassman Wealth Services's JPIN Position: Q1 2022 in Review

Glassman Wealth Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2022, closing a stake of 1,217 shares — an estimated $72K sold.

Glassman Wealth Services first reported a position in JPIN in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 102 funds tracked by Wall St. Rank hold JPIN as of Q1 2022.

  • Glassman Wealth Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 1,217 JPMorgan Diversified Return International Equity ETF shares in Q1 2022, an estimated $72K.
  • Glassman Wealth Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2021 and held it in 1 quarter.
  • Glassman Wealth Services's JPMorgan Diversified Return International Equity ETF position peaked at $72K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.