Interchange Capital Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Interchange Capital Partners’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 Q4	–	Sell	-5,536	Closed	-$237K	–	143
2022 Q3	$237K	Sell	5,536 -342	-6%	-$16.5K	0.26%	118
2022 Q2	$286K	Sell	5,878 -1,197	-17%	-$63.5K	0.32%	98
2022 Q1	$399K	Sell	7,075 -2,672	-27%	-$153K	0.41%	88
2021 Q4	$576K	Buy	+9,747	New	+$588K	0.58%	49
2021 Q2	–	Sell	-14,018	Closed	-$855K	–	162
2021 Q1	$855K	Buy	14,018 +3,737	+36%	+$225K	0.46%	66
2020 Q4	$598K	Buy	+10,281	New	+$562K	0.32%	84

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

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

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

SCM

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

Interchange Capital Partners's JPIN Position: Q4 2022 in Review

Interchange Capital Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2022, closing a stake of 5,536 shares — an estimated $237K sold.

Interchange Capital Partners first reported a position in JPIN in Q4 2020 and held it in 6 quarters. The position peaked at $855K in Q1 2021. 99 funds tracked by Wall St. Rank hold JPIN as of Q4 2022.

Interchange Capital Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2022 after selling out during the quarter.
Interchange Capital Partners sold 5,536 JPMorgan Diversified Return International Equity ETF shares in Q4 2022, an estimated $237K.
Interchange Capital Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 6 quarters.
Interchange Capital Partners's JPMorgan Diversified Return International Equity ETF position peaked at $855K in Q1 2021.
99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2022.

Based on Interchange Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.