IMS Capital Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

IMS Capital Management’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	-4,269	Closed	-$244K	–	126
2019 Q4	$244K	Sell	4,269 -150	-3%	-$8.29K	0.17%	121
2019 Q3	$235K	Sell	4,419 -195	-4%	-$10.3K	0.18%	122
2019 Q2	$251K	Sell	4,614 -150	-3%	-$8.22K	0.19%	106
2019 Q1	$263K	Buy	4,764 +560	+13%	+$30.5K	0.21%	102
2018 Q4	$214K	Buy	+4,204	New	+$225K	0.2%	108
2018 Q3	–	Sell	-4,229	Closed	-$244K	–	402
2018 Q2	$244K	Buy	+4,229	New	+$253K	0.15%	121

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 $7.56B AUM 23.82% 1-Year Est. Return

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

IMS Capital Management's JPIN Position: Q1 2020 in Review

IMS Capital Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 4,269 shares — an estimated $244K sold.

IMS Capital Management first reported a position in JPIN in Q2 2018 and held it in 6 quarters. The position peaked at $263K in Q1 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

IMS Capital Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
IMS Capital Management sold 4,269 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $244K.
IMS Capital Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2018 and held it in 6 quarters.
IMS Capital Management's JPMorgan Diversified Return International Equity ETF position peaked at $263K in Q1 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on IMS Capital Management's 13F filing for Q1 2020, filed 3 Apr 2020.