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Intrua Financial’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Intrua Financial’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
Q3 		– Sell
-5,029
Closed -$267K – 239
2020
Q2 		$267K Buy
+5,029
New +$238K 0.1% 194

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Intrua Financial's JPIN Position: Q3 2020 in Review

Intrua Financial sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2020, closing a stake of 5,029 shares — an estimated $267K sold.

Intrua Financial first reported a position in JPIN in Q2 2020 and held it in 1 quarter. The position peaked at $267K in Q2 2020. 114 funds tracked by Wall St. Rank hold JPIN as of Q3 2020.

  • Intrua Financial reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Intrua Financial sold 5,029 JPMorgan Diversified Return International Equity ETF shares in Q3 2020, an estimated $267K.
  • Intrua Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2020 and held it in 1 quarter.
  • Intrua Financial's JPMorgan Diversified Return International Equity ETF position peaked at $267K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2020.

Based on Intrua Financial's 13F filing for Q3 2020, filed 16 Nov 2020.