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Global Assets Advisory’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Global Assets Advisory’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
Q2 		– Sell
-11,762
Closed -$210K – 303
2024
Q1 		$210K Buy
+11,762
New +$640K 0.01% 442

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Global Assets Advisory's JPIN Position: Q2 2024 in Review

Global Assets Advisory sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2024, closing a stake of 11,762 shares — an estimated $210K sold.

Global Assets Advisory first reported a position in JPIN in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 97 funds tracked by Wall St. Rank hold JPIN as of Q2 2024.

  • Global Assets Advisory reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 11,762 JPMorgan Diversified Return International Equity ETF shares in Q2 2024, an estimated $210K.
  • Global Assets Advisory first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's JPMorgan Diversified Return International Equity ETF position peaked at $210K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.