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Lee Financial’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Lee Financial’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
-46
Closed -$3K – 500
2020
Q4 		$3K Hold
46
– – ﹤0.01% 439
2020
Q3 		$2K Hold
46
– – ﹤0.01% 506
2020
Q2 		$2K Buy
+46
New +$2.18K ﹤0.01% 490

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
Morgan Stanley
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Lee Financial's JPIN Position: Q1 2021 in Review

Lee Financial sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2021, closing a stake of 46 shares — an estimated $3K sold.

Lee Financial first reported a position in JPIN in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 109 funds tracked by Wall St. Rank hold JPIN as of Q1 2021.

  • Lee Financial reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Financial sold 46 JPMorgan Diversified Return International Equity ETF shares in Q1 2021, an estimated $3K.
  • Lee Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2020 and held it in 3 quarters.
  • Lee Financial's JPMorgan Diversified Return International Equity ETF position peaked at $3K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.