Orion Portfolio Solutions’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Orion Portfolio Solutions’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
2023 Q4	–	Sell	-4,197	Closed	-$212K	–	1715
2023 Q3	$212K	Sell	4,197 -415	-9%	-$21.7K	﹤0.01%	1532
2023 Q2	$239K	Buy	+4,612	New	+$244K	﹤0.01%	1494
2022 Q2	–	Sell	-4,008	Closed	-$226K	–	716
2022 Q1	$226K	Sell	4,008 -222	-5%	-$12.7K	0.01%	649
2021 Q4	$250K	Sell	4,230 -59	-1%	-$3.56K	0.01%	623
2021 Q3	$259K	Sell	4,289 -292	-6%	-$18.3K	0.01%	562
2021 Q2	$286K	Sell	4,581 -115	-2%	-$7.25K	0.01%	504
2021 Q1	$286K	Sell	4,696 -873	-16%	-$52.6K	0.01%	449
2020 Q4	$324K	Sell	5,569 -487	-8%	-$26.6K	0.02%	373
2020 Q3	$313K	Sell	6,056 -379	-6%	-$19.7K	0.02%	338
2020 Q2	$318K	Sell	6,435 -1,313	-17%	-$62.1K	0.02%	313
2020 Q1	$335K	Sell	7,748 -8,433	-52%	-$438K	0.02%	249
2019 Q4	$924K	Buy	+16,181	New	+$895K	0.07%	142

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Orion Portfolio Solutions's JPIN Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2023, closing a stake of 4,197 shares — an estimated $212K sold.

Orion Portfolio Solutions first reported a position in JPIN in Q4 2019 and held it in 12 quarters. The position peaked at $924K in Q4 2019. 97 funds tracked by Wall St. Rank hold JPIN as of Q4 2023.

Orion Portfolio Solutions reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 4,197 JPMorgan Diversified Return International Equity ETF shares in Q4 2023, an estimated $212K.
Orion Portfolio Solutions first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and held it in 12 quarters.
Orion Portfolio Solutions's JPMorgan Diversified Return International Equity ETF position peaked at $924K in Q4 2019.
97 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.