MSI Financial Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

MSI Financial 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
2016 Q4	$456K	Buy	9,319 +6,604	+243%	+$329K	0.01%	730
2016 Q3	$142K	Buy	2,715 +1,792	+194%	+$91.7K	﹤0.01%	1230
2016 Q2	$46K	Buy	923 +109	+13%	+$5.42K	﹤0.01%	1859
2016 Q1	$40K	Buy	814 +236	+41%	+$11.2K	﹤0.01%	1872
2015 Q4	$28K	Buy	578 +504	+681%	+$25.5K	﹤0.01%	2099
2015 Q3	$4K	Hold	74	–	–	﹤0.01%	2501
2015 Q2	$4K	Buy	+74	New	+$3.95K	﹤0.01%	2533

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CPO

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

MSI Financial Services's JPIN Position: Q4 2016 in Review

MSI Financial Services increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 243% in Q4 2016, buying an estimated $329K and bringing the position to 9,319 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #730.

MSI Financial Services first reported a position in JPIN in Q2 2015 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold JPIN as of Q4 2016.

MSI Financial Services held 9,319 shares of JPMorgan Diversified Return International Equity ETF worth $456K as of Q4 2016.
MSI Financial Services bought 6,604 JPMorgan Diversified Return International Equity ETF shares in Q4 2016, an estimated $329K.
JPMorgan Diversified Return International Equity ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #730 holding.
MSI Financial Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2015 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.