Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LFGH
Lee Financial Group Hawaii’s
JPMorgan Diversified Return International Equity ETF
JPIN
Stock Holding History
Lee Financial Group Hawaii’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
Q4
–
Sell
-86,423
Closed
-$4.46M
–
48
2020
Q3
$4.46M
Buy
86,423
+692
+0.8%
+$35.9K
3.7%
7
2020
Q2
$4.24M
Sell
85,731
-36,696
-30%
-$1.74M
3.64%
9
2020
Q1
$5.29M
Buy
122,427
+1,472
+1%
+$76.5K
6.07%
5
2019
Q4
$6.91M
Buy
120,955
+775
+0.6%
+$42.8K
5.45%
6
2019
Q3
$6.39M
Buy
120,180
+5,165
+4%
+$274K
5.7%
6
2019
Q2
$6.26M
Sell
115,015
-51,187
-31%
-$2.8M
5.35%
6
2019
Q1
$9.19M
Buy
166,202
+115,212
+226%
+$6.28M
8.55%
3
2018
Q4
$2.6M
Buy
+50,990
New
+$2.72M
2.79%
12
Other funds holding JPIN
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
CW
CreativeOne Wealth
Overland Park, Kansas
$4.31B AUM
19.42%
1-Year Est. Return
RIG
RiverFront Investment Group
Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CAG
Crestwood Advisors Group
Boston, Massachusetts
$5.94B AUM
18.44%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close