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JP Morgan Private Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

JP Morgan Private Wealth Advisors’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
-11,003
Closed -$471K – 1967
2022
Q3 		$471K Sell
11,003
-110
-1% -$5.31K ﹤0.01% 1485
2022
Q2 		$542K Buy
11,113
+4
+0% +$212 ﹤0.01% 1429
2022
Q1 		$628K Sell
11,109
-93
-0.8% -$5.33K ﹤0.01% 1431
2021
Q4 		$663K Sell
11,202
-25
-0.2% -$1.51K ﹤0.01% 1435
2021
Q3 		$677K Sell
11,227
-416
-4% -$26K ﹤0.01% 1386
2021
Q2 		$727K Sell
11,643
-162
-1% -$10.2K ﹤0.01% 1341
2021
Q1 		$720K Sell
11,805
-897
-7% -$54.1K ﹤0.01% 1180
2020
Q4 		$739K Sell
12,702
-122
-1% -$6.67K ﹤0.01% 1124
2020
Q3 		$662K Sell
12,824
-587
-4% -$30.5K ﹤0.01% 1045
2020
Q2 		$663K Buy
13,411
+6,969
+108% +$330K ﹤0.01% 967
2020
Q1 		$279K Sell
6,442
-646
-9% -$33.6K ﹤0.01% 1159
2019
Q4 		$405K Buy
7,088
+295
+4% +$16.3K ﹤0.01% 1121
2019
Q3 		$361K Buy
6,793
+3
+0% +$159 ﹤0.01% 1116
2019
Q2 		$370K Buy
6,790
+8
+0.1% +$438 ﹤0.01% 1076
2019
Q1 		$375K Buy
6,782
+1,053
+18% +$57.4K ﹤0.01% 1125
2018
Q4 		$292K Buy
+5,729
New +$306K ﹤0.01% 1180

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

JP Morgan Private Wealth Advisors's JPIN Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2022, closing a stake of 11,003 shares — an estimated $471K sold.

JP Morgan Private Wealth Advisors first reported a position in JPIN in Q4 2018 and held it in 16 quarters. The position peaked at $739K in Q4 2020. 99 funds tracked by Wall St. Rank hold JPIN as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,003 JPMorgan Diversified Return International Equity ETF shares in Q4 2022, an estimated $471K.
  • JP Morgan Private Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $739K in Q4 2020.
  • 99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.