Next Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Next Financial Group’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
2021 Q4	$55K	Sell	931 -27	-3%	-$1.63K	﹤0.01%	1433
2021 Q3	$58K	Buy	958 +181	+23%	+$11.3K	﹤0.01%	1356
2021 Q2	$49K	Buy	777 +1	+0.1%	+$63	﹤0.01%	1389
2021 Q1	$47K	Sell	776 -69	-8%	-$4.16K	﹤0.01%	1302
2020 Q4	$49K	Sell	845 -48	-5%	-$2.63K	﹤0.01%	1203
2020 Q3	$46K	Buy	+893	New	+$46.3K	0.01%	1131
2020 Q2	–	Sell	-1,008	Closed	-$44K	–	1267
2020 Q1	$44K	Sell	1,008 -234	-19%	-$12.2K	0.01%	1027
2019 Q4	$71K	Sell	1,242 -3,511	-74%	-$194K	0.01%	1071
2019 Q3	$253K	Hold	4,753	–	–	0.03%	570
2019 Q2	$259K	Buy	4,753 +4,360	+1,109%	+$239K	0.03%	572
2019 Q1	$22K	Sell	393 -4,962	-93%	-$270K	0.01%	935
2018 Q4	$273K	Buy	5,355 +3,551	+197%	+$190K	0.06%	321
2018 Q3	$105K	Sell	1,804 -5,183	-74%	-$300K	0.05%	338
2018 Q2	$402K	Sell	6,987 -2,412	-26%	-$144K	0.15%	159
2018 Q1	$559K	Buy	9,399 +221	+2%	+$13.3K	0.12%	192
2017 Q4	$551K	Sell	9,178 -500	-5%	-$29.7K	0.24%	122
2017 Q3	$573K	Buy	9,678 +8,169	+541%	+$467K	0.16%	146
2017 Q2	$85K	Hold	1,509	–	–	0.02%	593
2017 Q1	$82K	Buy	1,509 +382	+34%	+$19.6K	0.02%	559
2016 Q4	$55K	Buy	+1,127	New	+$56.1K	0.01%	923

Other funds holding JPIN

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPO

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Next Financial Group's JPIN Position: Q4 2021 in Review

Next Financial Group reduced its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 2.8% in Q4 2021, selling an estimated $1.63K and leaving 931 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Next Financial Group first reported a position in JPIN in Q4 2016 and has held it in 20 quarters since. The position peaked at $573K in Q3 2017. 111 funds tracked by Wall St. Rank hold JPIN as of Q4 2021.

Next Financial Group held 931 shares of JPMorgan Diversified Return International Equity ETF worth $55K as of Q4 2021.
Next Financial Group sold 27 JPMorgan Diversified Return International Equity ETF shares in Q4 2021, an estimated $1.63K.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1433 holding.
Next Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2016 and has held it in 20 quarters since.
Next Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $573K in Q3 2017.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.