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

HighTower 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
2023 Q3	–	Sell	-4,730	Closed	-$245K	–	3668
2023 Q2	$245K	Sell	4,730 -5,355	-53%	-$283K	﹤0.01%	2710
2023 Q1	$528K	Sell	10,085 -2,063	-17%	-$106K	﹤0.01%	2070
2022 Q4	$596K	Sell	12,148 -3,235	-21%	-$152K	﹤0.01%	2002
2022 Q3	$659K	Sell	15,383 -414	-3%	-$20K	﹤0.01%	1852
2022 Q2	$770K	Sell	15,797 -19,167	-55%	-$1.02M	﹤0.01%	1797
2022 Q1	$1.97M	Sell	34,964 -144	-0.4%	-$8.26K	﹤0.01%	1379
2021 Q4	$2.07M	Sell	35,108 -2,917	-8%	-$176K	﹤0.01%	1344
2021 Q3	$2.29M	Buy	38,025 +286	+0.8%	+$17.9K	0.01%	1184
2021 Q2	$2.35M	Sell	37,739 -346	-0.9%	-$21.8K	0.01%	1142
2021 Q1	$2.33M	Sell	38,085 -116	-0.3%	-$6.99K	0.01%	1057
2020 Q4	$2.23M	Sell	38,201 -538	-1%	-$29.4K	0.01%	858
2020 Q3	$2M	Sell	38,739 -135	-0.3%	-$7.01K	0.01%	869
2020 Q2	$1.92M	Sell	38,874 -6,115	-14%	-$289K	0.01%	819
2020 Q1	$1.95M	Sell	44,989 -11,822	-21%	-$614K	0.01%	759
2019 Q4	$3.24M	Buy	56,811 +553	+1%	+$30.6K	0.02%	709
2019 Q3	$2.98M	Buy	56,258 +2,847	+5%	+$151K	0.02%	753
2019 Q2	$2.9M	Buy	53,411 +401	+0.8%	+$22K	0.02%	764
2019 Q1	$2.93M	Buy	53,010 +6,697	+14%	+$365K	0.02%	705
2018 Q4	$2.36M	Buy	46,313 +12,844	+38%	+$686K	0.02%	703
2018 Q3	$1.96M	Sell	33,469 -20,551	-38%	-$1.19M	0.01%	846
2018 Q2	$3.12M	Buy	54,020 +6,986	+15%	+$418K	0.02%	671
2018 Q1	$2.8M	Buy	47,034 +6,851	+17%	+$412K	0.02%	683
2017 Q4	$2.41M	Buy	40,183 +13,187	+49%	+$783K	0.02%	754
2017 Q3	$1.57M	Sell	26,996 -1,549	-5%	-$88.5K	0.01%	915
2017 Q2	$1.61M	Buy	+28,545	New	+$1.57M	0.01%	879

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

HighTower Advisors's JPIN Position: Q3 2023 in Review

HighTower Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2023, closing a stake of 4,730 shares — an estimated $245K sold.

HighTower Advisors first reported a position in JPIN in Q2 2017 and held it in 25 quarters. The position peaked at $3.24M in Q4 2019. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2023.

HighTower Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2023 after selling out during the quarter.
HighTower Advisors sold 4,730 JPMorgan Diversified Return International Equity ETF shares in Q3 2023, an estimated $245K.
HighTower Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 25 quarters.
HighTower Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $3.24M in Q4 2019.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.