McKinley Carter Wealth Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

McKinley Carter Wealth Services’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	-5,832	Closed	-$330K	–	295
2022 Q1	$330K	Hold	5,832	–	–	0.03%	232
2021 Q4	$345K	Sell	5,832 -2,393	-29%	-$144K	0.03%	228
2021 Q3	$496K	Sell	8,225 -684	-8%	-$42.8K	0.04%	186
2021 Q2	$556K	Sell	8,909 -1,439	-14%	-$90.7K	0.05%	175
2021 Q1	$631K	Buy	10,348 +1,590	+18%	+$95.8K	0.05%	170
2020 Q4	$510K	Buy	+8,758	New	+$479K	0.07%	159

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

McKinley Carter Wealth Services's JPIN Position: Q2 2022 in Review

McKinley Carter Wealth Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2022, closing a stake of 5,832 shares — an estimated $330K sold.

McKinley Carter Wealth Services first reported a position in JPIN in Q4 2020 and held it in 6 quarters. The position peaked at $631K in Q1 2021. 93 funds tracked by Wall St. Rank hold JPIN as of Q2 2022.

McKinley Carter Wealth Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,832 JPMorgan Diversified Return International Equity ETF shares in Q2 2022, an estimated $330K.
McKinley Carter Wealth Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 6 quarters.
McKinley Carter Wealth Services's JPMorgan Diversified Return International Equity ETF position peaked at $631K in Q1 2021.
93 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2022, filed 15 Jul 2022.