Hobart Private Capital’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Hobart Private Capital’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
2018 Q4	–	Sell	-4,189	Closed	-$245K	–	148
2018 Q3	$245K	Buy	4,189 +167	+4%	+$9.66K	0.19%	120
2018 Q2	$232K	Sell	4,022 -134	-3%	-$8.02K	0.19%	115
2018 Q1	$247K	Sell	4,156 -327	-7%	-$19.7K	0.22%	102
2017 Q4	$269K	Buy	+4,483	New	+$266K	0.24%	100

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

BCI

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

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

Hobart Private Capital's JPIN Position: Q4 2018 in Review

Hobart Private Capital sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 4,189 shares — an estimated $245K sold.

Hobart Private Capital first reported a position in JPIN in Q4 2017 and held it in 4 quarters. The position peaked at $269K in Q4 2017. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Hobart Private Capital reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Hobart Private Capital sold 4,189 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $245K.
Hobart Private Capital first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 4 quarters.
Hobart Private Capital's JPMorgan Diversified Return International Equity ETF position peaked at $269K in Q4 2017.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Hobart Private Capital's 13F filing for Q4 2018, filed 11 Mar 2024.