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Great Valley Advisor Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-10,005
Closed -$488K – 692
2022
Q2 		$488K Buy
+10,005
New +$531K 0.03% 432

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Great Valley Advisor Group's JPIN Position: Q3 2022 in Review

Great Valley Advisor Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2022, closing a stake of 10,005 shares — an estimated $488K sold.

Great Valley Advisor Group first reported a position in JPIN in Q2 2022 and held it in 1 quarter. The position peaked at $488K in Q2 2022. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2022.

  • Great Valley Advisor Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,005 JPMorgan Diversified Return International Equity ETF shares in Q3 2022, an estimated $488K.
  • Great Valley Advisor Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2022 and held it in 1 quarter.
  • Great Valley Advisor Group's JPMorgan Diversified Return International Equity ETF position peaked at $488K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2022.

Based on Great Valley Advisor Group's 13F filing for Q3 2022, filed 21 Oct 2022.