National Planning Corporation’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-6,162	Closed	-$357K	–	349
2017 Q3	$357K	Sell	6,162 -3,788	-38%	-$216K	0.03%	463
2017 Q2	$557K	Buy	+9,950	New	+$548K	0.04%	378

Other funds holding JPIN

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

CPO

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Planning Corporation's JPIN Position: Q4 2017 in Review

National Planning Corporation sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2017, closing a stake of 6,162 shares — an estimated $357K sold.

National Planning Corporation first reported a position in JPIN in Q2 2017 and held it in 2 quarters. The position peaked at $557K in Q2 2017. 103 funds tracked by Wall St. Rank hold JPIN as of Q4 2017.

National Planning Corporation reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 6,162 JPMorgan Diversified Return International Equity ETF shares in Q4 2017, an estimated $357K.
National Planning Corporation first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 2 quarters.
National Planning Corporation's JPMorgan Diversified Return International Equity ETF position peaked at $557K in Q2 2017.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.