Mid Atlantic Financial Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Mid Atlantic Financial 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
2020 Q3	–	Sell	-4,549	Closed	-$225K	–	779
2020 Q2	$225K	Buy	+4,549	New	+$215K	0.02%	591
2020 Q1	–	Sell	-5,226	Closed	-$298K	–	732
2019 Q4	$298K	Sell	5,226 -459	-8%	-$25.4K	0.03%	527
2019 Q3	$302K	Sell	5,685 -2,696	-32%	-$143K	0.03%	505
2019 Q2	$456K	Buy	8,381 +723	+9%	+$39.6K	0.05%	394
2019 Q1	$423K	Sell	7,658 -2,288	-23%	-$125K	0.05%	405
2018 Q4	$506K	Buy	+9,946	New	+$531K	0.06%	324

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 $7.56B AUM 23.82% 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

Mid Atlantic Financial Management's JPIN Position: Q3 2020 in Review

Mid Atlantic Financial Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2020, closing a stake of 4,549 shares — an estimated $225K sold.

Mid Atlantic Financial Management first reported a position in JPIN in Q4 2018 and held it in 6 quarters. The position peaked at $506K in Q4 2018. 114 funds tracked by Wall St. Rank hold JPIN as of Q3 2020.

Mid Atlantic Financial Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 4,549 JPMorgan Diversified Return International Equity ETF shares in Q3 2020, an estimated $225K.
Mid Atlantic Financial Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 6 quarters.
Mid Atlantic Financial Management's JPMorgan Diversified Return International Equity ETF position peaked at $506K in Q4 2018.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.