Private Vista’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Private Vista’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
2018 Q4	–	Sell	-14,111	Closed	-$824K	–	156
2018 Q3	$824K	Sell	14,111 -194	-1%	-$11.2K	0.17%	64
2018 Q2	$824K	Sell	14,305 -84	-0.6%	-$5.03K	0.19%	62
2018 Q1	$855K	Hold	14,389	–	–	0.25%	47
2017 Q4	$864K	Hold	14,389	–	–	0.26%	32
2017 Q3	$833K	Buy	+14,389	New	+$822K	0.18%	52

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CAG

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

BCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Vista's JPIN Position: Q4 2018 in Review

Private Vista sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 14,111 shares — an estimated $824K sold.

Private Vista first reported a position in JPIN in Q3 2017 and held it in 5 quarters. The position peaked at $864K in Q4 2017. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Private Vista reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Private Vista sold 14,111 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $824K.
Private Vista first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2017 and held it in 5 quarters.
Private Vista's JPMorgan Diversified Return International Equity ETF position peaked at $864K in Q4 2017.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Private Vista's 13F filing for Q4 2018, filed 29 Jan 2019.