IFG Advisory’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

IFG Advisory’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
2020 Q1	–	Sell	-4,131	Closed	-$235K	–	396
2019 Q4	$235K	Buy	4,131 +344	+9%	+$19K	0.04%	366
2019 Q3	$201K	Buy	+3,787	New	+$201K	0.04%	384
2019 Q2	–	Sell	-14,036	Closed	-$776K	–	356
2019 Q1	$776K	Buy	+14,036	New	+$765K	0.15%	140

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

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

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

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

IFG Advisory's JPIN Position: Q1 2020 in Review

IFG Advisory sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 4,131 shares — an estimated $235K sold.

IFG Advisory first reported a position in JPIN in Q1 2019 and held it in 3 quarters. The position peaked at $776K in Q1 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

IFG Advisory reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
IFG Advisory sold 4,131 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $235K.
IFG Advisory first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and held it in 3 quarters.
IFG Advisory's JPMorgan Diversified Return International Equity ETF position peaked at $776K in Q1 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on IFG Advisory's 13F filing for Q1 2020, filed 11 May 2020.