McCarthy Asset Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

McCarthy Asset Management’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
2022 Q2	–	Sell	-20	Closed	-$1K	–	163
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	321
2021 Q4	$1K	Buy	20 +1	+5%	+$60	﹤0.01%	316
2021 Q3	$1K	Sell	19 -1	-5%	-$63	﹤0.01%	325
2021 Q2	$1K	Sell	20 -95	-83%	-$5.99K	﹤0.01%	387
2021 Q1	$7K	Sell	115 -55	-32%	-$3.31K	0.01%	196
2020 Q4	$10K	Buy	+170	New	+$9.3K	0.01%	170

Other funds holding JPIN

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

CPO

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

McCarthy Asset Management's JPIN Position: Q2 2022 in Review

McCarthy Asset Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

McCarthy Asset Management first reported a position in JPIN in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 93 funds tracked by Wall St. Rank hold JPIN as of Q2 2022.

McCarthy Asset Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 20 JPMorgan Diversified Return International Equity ETF shares in Q2 2022, an estimated $1K.
McCarthy Asset Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's JPMorgan Diversified Return International Equity ETF position peaked at $10K in Q4 2020.
93 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.