Patriot Financial Group Insurance Agency’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-312	Closed	-$18K	–	2148
2021 Q4	$18K	Sell	312 -681	-69%	-$41.1K	﹤0.01%	1262
2021 Q3	$60K	Buy	993 +7	+0.7%	+$438	0.01%	811
2021 Q2	$62K	Buy	986 +6	+0.6%	+$378	0.01%	773
2021 Q1	$60K	Buy	980 +2	+0.2%	+$121	0.01%	715
2020 Q4	$57K	Buy	+978	New	+$53.5K	0.01%	652

Other funds holding JPIN

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

Jane Street New York $777B AUM 61.18% 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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JPIN Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2022, closing a stake of 312 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in JPIN in Q4 2020 and held it in 5 quarters. The position peaked at $62K in Q2 2021. 102 funds tracked by Wall St. Rank hold JPIN as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 312 JPMorgan Diversified Return International Equity ETF shares in Q1 2022, an estimated $18K.
Patriot Financial Group Insurance Agency first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's JPMorgan Diversified Return International Equity ETF position peaked at $62K in Q2 2021.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.