Jim Simons’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Jim Simons’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
2023 Q3	–	Sell	-6,410	Closed	-$333K	–	3898
2023 Q2	$333K	Buy	+6,410	New	+$339K	﹤0.01%	3084
2023 Q1	–	Sell	-8,200	Closed	-$404K	–	4209
2022 Q4	$404K	Buy	+8,200	New	+$386K	﹤0.01%	3070
2021 Q4	–	Sell	-4,200	Closed	-$253K	–	4076
2021 Q3	$253K	Buy	+4,200	New	+$263K	﹤0.01%	3132
2021 Q2	–	Sell	-4,300	Closed	-$262K	–	3632
2021 Q1	$262K	Buy	+4,300	New	+$259K	﹤0.01%	3095
2018 Q2	–	Sell	-5,700	Closed	-$339K	–	3413
2018 Q1	$339K	Buy	+5,700	New	+$343K	﹤0.01%	3032

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Jim Simons's JPIN Position: Q3 2023 in Review

Jim Simons sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2023, closing a stake of 6,410 shares — an estimated $333K sold.

Jim Simons first reported a position in JPIN in Q1 2018 and held it in 5 quarters. The position peaked at $404K in Q4 2022. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2023.

Jim Simons reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2023 after selling out during the quarter.
Jim Simons sold 6,410 JPMorgan Diversified Return International Equity ETF shares in Q3 2023, an estimated $333K.
Jim Simons first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2018 and held it in 5 quarters.
Jim Simons's JPMorgan Diversified Return International Equity ETF position peaked at $404K in Q4 2022.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2023.

Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.