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Herold Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Herold Advisors’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
-210
Closed -$11.9K – 433
2022
Q1 		$11.9K Buy
+210
New +$12K ﹤0.01% 578
2021
Q4 		– Sell
-210
Closed -$12K – 421
2021
Q3 		$12K Buy
+210
New +$13.1K ﹤0.01% 580

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Herold Advisors's JPIN Position: Q2 2022 in Review

Herold Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2022, closing a stake of 210 shares — an estimated $11.9K sold.

Herold Advisors first reported a position in JPIN in Q3 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 93 funds tracked by Wall St. Rank hold JPIN as of Q2 2022.

  • Herold Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 210 JPMorgan Diversified Return International Equity ETF shares in Q2 2022, an estimated $11.9K.
  • Herold Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $12K in Q3 2021.
  • 93 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.