Janney Montgomery Scott’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Janney Montgomery Scott’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
2021 Q1	–	Sell	-86,790	Closed	-$5.05M	–	2314
2020 Q4	$5.05M	Sell	86,790 -2,829	-3%	-$155K	0.02%	542
2020 Q3	$4.63M	Sell	89,619 -1,013	-1%	-$52.6K	0.03%	512
2020 Q2	$4.48M	Sell	90,632 -865	-0.9%	-$40.9K	0.03%	487
2020 Q1	$3.96M	Sell	91,497 -4,795	-5%	-$249K	0.03%	460
2019 Q4	$5.5M	Sell	96,292 -211	-0.2%	-$11.7K	0.04%	432
2019 Q3	$5.13M	Sell	96,503 -382	-0.4%	-$20.3K	0.04%	427
2019 Q2	$5.28M	Sell	96,885 -172,527	-64%	-$9.45M	0.04%	410
2019 Q1	$14.9M	Buy	269,412 +261,447	+3,282%	+$14.2M	0.12%	194
2018 Q4	$405K	Sell	7,965 -1,230	-13%	-$65.7K	﹤0.01%	1405
2018 Q3	$537K	Buy	9,195 +404	+5%	+$23.4K	﹤0.01%	1405
2018 Q2	$506K	Buy	8,791 +4,208	+92%	+$252K	﹤0.01%	1377
2018 Q1	$272K	Buy	4,583 +583	+15%	+$35.1K	﹤0.01%	1652
2017 Q4	$240K	Hold	4,000	–	–	﹤0.01%	1700
2017 Q3	$232K	Buy	+4,000	New	+$229K	﹤0.01%	1633

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

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

LWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Janney Montgomery Scott's JPIN Position: Q1 2021 in Review

Janney Montgomery Scott sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2021, closing a stake of 86,790 shares — an estimated $5.05M sold.

Janney Montgomery Scott first reported a position in JPIN in Q3 2017 and held it in 14 quarters. The position peaked at $14.9M in Q1 2019. 109 funds tracked by Wall St. Rank hold JPIN as of Q1 2021.

Janney Montgomery Scott reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2021 after selling out during the quarter.
Janney Montgomery Scott sold 86,790 JPMorgan Diversified Return International Equity ETF shares in Q1 2021, an estimated $5.05M.
Janney Montgomery Scott first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2017 and held it in 14 quarters.
Janney Montgomery Scott's JPMorgan Diversified Return International Equity ETF position peaked at $14.9M in Q1 2019.
109 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2021.

Based on Janney Montgomery Scott's 13F filing for Q1 2021, filed 27 Apr 2021.