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

Physician 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
2022 Q1	–	Sell	-6,197	Closed	-$367K	–	162
2021 Q4	$367K	Sell	6,197 -581	-9%	-$35K	0.1%	109
2021 Q3	$416K	Buy	6,778 +155	+2%	+$9.69K	0.11%	94
2021 Q2	$413K	Sell	6,623 -50	-0.7%	-$3.15K	0.12%	92
2021 Q1	$415K	Buy	6,673 +12	+0.2%	+$723	0.14%	88
2020 Q4	$405K	Buy	6,661 +129	+2%	+$7.06K	0.14%	87
2020 Q3	$329K	Buy	6,532 +63	+1%	+$3.27K	0.13%	91
2020 Q2	$338K	Buy	6,469 +132	+2%	+$6.25K	0.14%	93
2020 Q1	$284K	Sell	6,337 -2,560	-29%	-$133K	0.14%	84
2019 Q4	$510K	Sell	8,897 -1,021	-10%	-$56.4K	0.23%	59
2019 Q3	$555K	Buy	+9,918	New	+$526K	0.27%	55

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 $2.78B AUM 15.76% 1-Year Est. Return

Physician Wealth Advisors's JPIN Position: Q1 2022 in Review

Physician Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2022, closing a stake of 6,197 shares — an estimated $367K sold.

Physician Wealth Advisors first reported a position in JPIN in Q3 2019 and held it in 10 quarters. The position peaked at $555K in Q3 2019. 102 funds tracked by Wall St. Rank hold JPIN as of Q1 2022.

Physician Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2022 after selling out during the quarter.
Physician Wealth Advisors sold 6,197 JPMorgan Diversified Return International Equity ETF shares in Q1 2022, an estimated $367K.
Physician Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2019 and held it in 10 quarters.
Physician Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $555K in Q3 2019.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2022.

Based on Physician Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.