Gradient Investments’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Gradient Investments’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 Q1	–	Sell	-319	Closed	-$16K	–	930
2018 Q4	$16K	Hold	319	–	–	﹤0.01%	490
2018 Q3	$19K	Hold	319	–	–	﹤0.01%	510
2018 Q2	$18K	Buy	319 +6	+2%	+$359	﹤0.01%	505
2018 Q1	$19K	Hold	313	–	–	﹤0.01%	482
2017 Q4	$19K	Buy	+313	New	+$18.6K	﹤0.01%	480
2017 Q3	–	Sell	-313	Closed	-$18K	–	486
2017 Q2	$18K	Hold	313	–	–	﹤0.01%	400
2017 Q1	$17K	Buy	313 +198	+172%	+$10.1K	﹤0.01%	431
2016 Q4	$6K	Buy	+115	New	+$5.72K	﹤0.01%	527

Other funds holding JPIN

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

RIG

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

CPO

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $5.94B AUM 18.44% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Gradient Investments's JPIN Position: Q1 2019 in Review

Gradient Investments sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2019, closing a stake of 319 shares — an estimated $16K sold.

Gradient Investments first reported a position in JPIN in Q4 2016 and held it in 8 quarters. The position peaked at $19K in Q3 2018. 141 funds tracked by Wall St. Rank hold JPIN as of Q1 2019.

Gradient Investments reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2019 after selling out during the quarter.
Gradient Investments sold 319 JPMorgan Diversified Return International Equity ETF shares in Q1 2019, an estimated $16K.
Gradient Investments first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2016 and held it in 8 quarters.
Gradient Investments's JPMorgan Diversified Return International Equity ETF position peaked at $19K in Q3 2018.
141 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2019.

Based on Gradient Investments's 13F filing for Q1 2019, filed 11 Apr 2019.