Outlook Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Outlook Wealth Advisors’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
2019 Q1	–	Sell	-1,695	Closed	-$863K	–	163
2018 Q4	$863K	Buy	+1,695	New	+$90.5K	0.39%	66

Other funds holding JPIN

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

BCI

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

Outlook Wealth Advisors's JPIN Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2019, closing a stake of 1,695 shares — an estimated $863K sold.

Outlook Wealth Advisors first reported a position in JPIN in Q4 2018 and held it in 1 quarter. The position peaked at $863K in Q4 2018. 141 funds tracked by Wall St. Rank hold JPIN as of Q1 2019.

Outlook Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 1,695 JPMorgan Diversified Return International Equity ETF shares in Q1 2019, an estimated $863K.
Outlook Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 1 quarter.
Outlook Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $863K in Q4 2018.
141 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.