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

LifePlan Financial Group’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 Q3	$534K	Buy	10,348 +191	+2%	+$9.91K	0.23%	77
2020 Q2	$502K	Hold	10,157	–	–	0.23%	76
2020 Q1	$439K	Sell	10,157 -164	-2%	-$8.52K	0.24%	71
2019 Q4	$589K	Sell	10,321 -1,228	-11%	-$67.9K	0.26%	69
2019 Q3	$614K	Sell	11,549 -833	-7%	-$44.2K	0.29%	65
2019 Q2	$674K	Sell	12,382 -7,119	-37%	-$390K	0.32%	57
2019 Q1	$1.08M	Buy	19,501 +34	+0.2%	+$1.85K	0.57%	42
2018 Q4	$991K	Sell	19,467 -739	-4%	-$39.5K	0.62%	37
2018 Q3	$1.18M	Buy	20,206 +121	+0.6%	+$7K	0.64%	37
2018 Q2	$1.16M	Sell	20,085 -222	-1%	-$13.3K	0.65%	37
2018 Q1	$1.21M	Sell	20,307 -650	-3%	-$39.1K	0.7%	34
2017 Q4	$1.21M	Hold	20,957	–	–	0.77%	35
2017 Q3	$1.21M	Buy	20,957 +450	+2%	+$25.7K	0.77%	35
2017 Q2	$1.15M	Buy	20,507 +105	+0.5%	+$5.78K	0.79%	35
2017 Q1	$1.08M	Buy	20,402 +7,590	+59%	+$389K	0.75%	34
2016 Q4	$627K	Buy	12,812 +2,453	+24%	+$122K	0.44%	65
2016 Q3	$542K	Buy	10,359 +4,168	+67%	+$213K	0.37%	54
2016 Q2	$306K	Buy	+6,191	New	+$308K	0.21%	77

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LWA

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

LifePlan Financial Group's JPIN Position: Q3 2020 in Review

LifePlan Financial Group increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.9% in Q3 2020, buying an estimated $9.91K and bringing the position to 10,348 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #77.

LifePlan Financial Group first reported a position in JPIN in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2017. 114 funds tracked by Wall St. Rank hold JPIN as of Q3 2020.

LifePlan Financial Group held 10,348 shares of JPMorgan Diversified Return International Equity ETF worth $534K as of Q3 2020.
LifePlan Financial Group bought 191 JPMorgan Diversified Return International Equity ETF shares in Q3 2020, an estimated $9.91K.
JPMorgan Diversified Return International Equity ETF made up 0.23% of LifePlan Financial Group's portfolio in Q3 2020, its #77 holding.
LifePlan Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2016 and has held it in 18 quarters since.
LifePlan Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $1.21M in Q4 2017.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.