Haverford Trust Company’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Haverford Trust Company’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 Q2	–	Sell	-7,042	Closed	-$398K	–	351
2022 Q1	$398K	Buy	7,042 +6	+0.1%	+$344	﹤0.01%	280
2021 Q4	$416K	Buy	7,036 +105	+2%	+$6.33K	﹤0.01%	279
2021 Q3	$418K	Buy	6,931 +38	+0.6%	+$2.38K	0.01%	274
2021 Q2	$430K	Buy	6,893 +39	+0.6%	+$2.46K	0.01%	265
2021 Q1	$418K	Buy	+6,854	New	+$413K	0.01%	245

Other funds holding JPIN

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Haverford Trust Company's JPIN Position: Q2 2022 in Review

Haverford Trust Company sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2022, closing a stake of 7,042 shares — an estimated $398K sold.

Haverford Trust Company first reported a position in JPIN in Q1 2021 and held it in 5 quarters. The position peaked at $430K in Q2 2021. 93 funds tracked by Wall St. Rank hold JPIN as of Q2 2022.

Haverford Trust Company reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2022 after selling out during the quarter.
Haverford Trust Company sold 7,042 JPMorgan Diversified Return International Equity ETF shares in Q2 2022, an estimated $398K.
Haverford Trust Company first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2021 and held it in 5 quarters.
Haverford Trust Company's JPMorgan Diversified Return International Equity ETF position peaked at $430K in Q2 2021.
93 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2022.

Based on Haverford Trust Company's 13F filing for Q2 2022, filed 12 Aug 2022.