MGO One Seven’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

MGO One Seven’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 Q4	–	Sell	-4,814	Closed	-$248K	–	512
2020 Q3	$248K	Sell	4,814 -614	-11%	-$31.9K	0.06%	370
2020 Q2	$268K	Hold	5,428	–	–	0.07%	349
2020 Q1	$234K	Sell	5,428 -1,435	-21%	-$74.6K	0.08%	328
2019 Q4	$391K	Sell	6,863 -106	-2%	-$5.86K	0.1%	272
2019 Q3	$371K	Sell	6,969 -2,529	-27%	-$134K	0.11%	259
2019 Q2	$517K	Sell	9,498 -3,449	-27%	-$189K	0.17%	177
2019 Q1	$715K	Buy	12,947 +24	+0.2%	+$1.31K	0.23%	124
2018 Q4	$657K	Sell	12,923 -7,500	-37%	-$401K	0.28%	83
2018 Q3	$1.19M	Buy	+20,423	New	+$1.18M	0.56%	37
2018 Q1	$1.45M	Sell	24,339 -296	-1%	-$17.8K	0.67%	16
2017 Q4	$1.48M	Buy	+24,635	New	+$1.46M	0.68%	18

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

RIG

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

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

CAG

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

LWA

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

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

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

MGO One Seven's JPIN Position: Q4 2020 in Review

MGO One Seven sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2020, closing a stake of 4,814 shares — an estimated $248K sold.

MGO One Seven first reported a position in JPIN in Q4 2017 and held it in 11 quarters. The position peaked at $1.48M in Q4 2017. 116 funds tracked by Wall St. Rank hold JPIN as of Q4 2020.

MGO One Seven reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2020 after selling out during the quarter.
MGO One Seven sold 4,814 JPMorgan Diversified Return International Equity ETF shares in Q4 2020, an estimated $248K.
MGO One Seven first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 11 quarters.
MGO One Seven's JPMorgan Diversified Return International Equity ETF position peaked at $1.48M in Q4 2017.
116 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2020.

Based on MGO One Seven's 13F filing for Q4 2020, filed 22 Jan 2021.