Newfound Research’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Newfound Research’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 Q2	–	Sell	-71	Closed	-$3K	–	120
2020 Q1	$3K	Buy	71 +1	+1%	+$52	﹤0.01%	31
2019 Q4	$4K	Hold	70	–	–	﹤0.01%	63
2019 Q3	$4K	Buy	70 +2	+3%	+$106	﹤0.01%	76
2019 Q2	$4K	Hold	68	–	–	﹤0.01%	74
2019 Q1	$4K	Hold	68	–	–	﹤0.01%	63
2018 Q4	$3K	Buy	68 +1	+1%	+$53	﹤0.01%	60
2018 Q3	$4K	Buy	67 +1	+2%	+$58	﹤0.01%	75
2018 Q2	$4K	Buy	66 +3	+5%	+$180	﹤0.01%	64
2018 Q1	$4K	Buy	63 +1	+2%	+$60	﹤0.01%	62
2017 Q4	$4K	Sell	62 -1	-2%	-$59	﹤0.01%	74
2017 Q3	$4K	Buy	63 +13	+26%	+$743	﹤0.01%	70
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	86
2017 Q1	$3K	Buy	+50	New	+$2.56K	﹤0.01%	86

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

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

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

CAG

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

CPO

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

Newfound Research's JPIN Position: Q2 2020 in Review

Newfound Research sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2020, closing a stake of 71 shares — an estimated $3K sold.

Newfound Research first reported a position in JPIN in Q1 2017 and held it in 13 quarters. The position peaked at $4K in Q4 2019. 114 funds tracked by Wall St. Rank hold JPIN as of Q2 2020.

Newfound Research reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 71 JPMorgan Diversified Return International Equity ETF shares in Q2 2020, an estimated $3K.
Newfound Research first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2017 and held it in 13 quarters.
Newfound Research's JPMorgan Diversified Return International Equity ETF position peaked at $4K in Q4 2019.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.