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MRA Associates USA’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

MRA Associates USA’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
Q3 		$630K Sell
11,853
-172
-1% -$9.12K 2.48% 12
2019
Q2 		$655K Buy
12,025
+1,888
+19% +$103K 2.58% 11
2019
Q1 		$560K Buy
10,137
+1,514
+18% +$82.5K 1% 10
2018
Q4 		$439K Buy
+8,623
New +$461K 0.67% 15

Other funds holding JPIN

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

MRA Associates USA's JPIN Position: Q3 2019 in Review

MRA Associates USA reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.4% in Q3 2019, selling an estimated $9.12K and leaving 11,853 shares worth $630K. The position accounts for 2.48% of the portfolio, ranked #12.

MRA Associates USA first reported a position in JPIN in Q4 2018 and has held it in 4 quarters since. The position peaked at $655K in Q2 2019. 133 funds tracked by Wall St. Rank hold JPIN as of Q3 2019.

  • MRA Associates USA held 11,853 shares of JPMorgan Diversified Return International Equity ETF worth $630K as of Q3 2019.
  • MRA Associates USA sold 172 JPMorgan Diversified Return International Equity ETF shares in Q3 2019, an estimated $9.12K.
  • JPMorgan Diversified Return International Equity ETF made up 2.48% of MRA Associates USA's portfolio in Q3 2019, its #12 holding.
  • MRA Associates USA first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and has held it in 4 quarters since.
  • MRA Associates USA's JPMorgan Diversified Return International Equity ETF position peaked at $655K in Q2 2019.
  • 133 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.