Mariner Independent Advisor Network’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Mariner Independent Advisor Network’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
2019 Q1	–	Sell	-52,979	Closed	-$2.81M	–	367
2018 Q4	$2.81M	Sell	52,979 -39,758	-43%	-$2.12M	0.25%	97
2018 Q3	$5.41M	Buy	+92,737	New	+$5.36M	0.68%	38
2018 Q2	–	Sell	-100,487	Closed	-$5.97M	–	242
2018 Q1	$5.97M	Buy	100,487 +4,825	+5%	+$290K	0.37%	61
2017 Q4	$5.75M	Buy	+95,662	New	+$5.68M	0.6%	38

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIG

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

CPO

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CAG

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mariner Independent Advisor Network's JPIN Position: Q1 2019 in Review

Mariner Independent Advisor Network sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2019, closing a stake of 52,979 shares — an estimated $2.81M sold.

Mariner Independent Advisor Network first reported a position in JPIN in Q4 2017 and held it in 4 quarters. The position peaked at $5.97M in Q1 2018. 141 funds tracked by Wall St. Rank hold JPIN as of Q1 2019.

Mariner Independent Advisor Network reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 52,979 JPMorgan Diversified Return International Equity ETF shares in Q1 2019, an estimated $2.81M.
Mariner Independent Advisor Network first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 4 quarters.
Mariner Independent Advisor Network's JPMorgan Diversified Return International Equity ETF position peaked at $5.97M in Q1 2018.
141 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2019, filed 2 May 2019.