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

Pacific 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
2020 Q1	–	Sell	-730,984	Closed	-$41.7M	–	64
2019 Q4	$41.7M	Buy	730,984 +117,727	+19%	+$6.51M	4.11%	8
2019 Q3	$33.4M	Buy	613,257 +39,836	+7%	+$2.11M	3.62%	9
2019 Q2	$31.7M	Hold	573,421	–	–	3.83%	8
2019 Q1	$31.7M	Sell	573,421 -11,010	-2%	-$600K	3.86%	8
2018 Q4	$29.7M	Buy	+584,431	New	+$31.2M	4.72%	8

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

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

CAG

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

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

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

LWA

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Pacific Financial Group's JPIN Position: Q1 2020 in Review

Pacific Financial Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 730,984 shares — an estimated $41.7M sold.

Pacific Financial Group first reported a position in JPIN in Q4 2018 and held it in 5 quarters. The position peaked at $41.7M in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Pacific Financial Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 730,984 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $41.7M.
Pacific Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 5 quarters.
Pacific Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $41.7M in Q4 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.