Global Wealth Management Investment Advisory’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Global Wealth Management Investment 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
2020 Q2	–	Sell	-66	Closed	-$3K	–	638
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	474
2019 Q4	$4K	Hold	66	–	–	﹤0.01%	456
2019 Q3	$4K	Hold	66	–	–	﹤0.01%	422
2019 Q2	$4K	Hold	66	–	–	﹤0.01%	465
2019 Q1	$4K	Sell	66 -52	-44%	-$2.83K	﹤0.01%	469
2018 Q4	$6K	Buy	+118	New	+$6.3K	﹤0.01%	469

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LWA

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CPO

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

Global Wealth Management Investment Advisory's JPIN Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2020, closing a stake of 66 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in JPIN in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q4 2018. 114 funds tracked by Wall St. Rank hold JPIN as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 66 JPMorgan Diversified Return International Equity ETF shares in Q2 2020, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's JPMorgan Diversified Return International Equity ETF position peaked at $6K in Q4 2018.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.