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 $59.8B AUM 29.42% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

LWA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Lee Financial Group Hawaii's JPIN Position: Q4 2020 in Review

Lee Financial Group Hawaii sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2020, closing a stake of 86,423 shares — an estimated $4.46M sold.

Lee Financial Group Hawaii first reported a position in JPIN in Q4 2018 and held it in 8 quarters. The position peaked at $9.19M in Q1 2019. 116 funds tracked by Wall St. Rank hold JPIN as of Q4 2020.

Lee Financial Group Hawaii reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2020 after selling out during the quarter.
Lee Financial Group Hawaii sold 86,423 JPMorgan Diversified Return International Equity ETF shares in Q4 2020, an estimated $4.46M.
Lee Financial Group Hawaii first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 8 quarters.
Lee Financial Group Hawaii's JPMorgan Diversified Return International Equity ETF position peaked at $9.19M in Q1 2019.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2020, filed 3 Feb 2021.