Global Trust Asset Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Global Trust Asset 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
2019 Q3	–	Sell	-7,210	Closed	-$393K	–	412
2019 Q2	$393K	Sell	7,210 -6,130	-46%	-$336K	0.26%	107
2019 Q1	$737K	Sell	13,340 -65	-0.5%	-$3.54K	0.55%	53
2018 Q4	$682K	Sell	13,405 -7,615	-36%	-$407K	0.61%	49
2018 Q3	$1.23M	Sell	21,020 -5,290	-20%	-$306K	0.85%	31
2018 Q2	$1.51M	Sell	26,310 -895	-3%	-$53.6K	1.14%	21
2018 Q1	$1.62M	Sell	27,205 -285	-1%	-$17.2K	1.27%	19
2017 Q4	$1.65M	Buy	+27,490	New	+$1.63M	1.17%	21

Other funds holding JPIN

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

Wealth Enhancement Advisory Services

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America

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

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return