RiverFront Investment Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

RiverFront Investment 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
2021 Q1	–	Sell	-555,871	Closed	-$32.4M	–	125
2020 Q4	$32.4M	Sell	555,871 -10,396	-2%	-$569K	0.71%	27
2020 Q3	$29.2M	Sell	566,267 -17,412	-3%	-$904K	0.69%	27
2020 Q2	$28.8M	Buy	583,679 +579	+0.1%	+$27.4K	0.7%	28
2020 Q1	$20.2M	Sell	583,100 -19,815	-3%	-$1.03M	0.79%	27
2019 Q4	$34.4M	Sell	602,915 -19,853	-3%	-$1.1M	0.83%	30
2019 Q3	$33.1M	Sell	622,768 -20,686	-3%	-$1.1M	0.82%	30
2019 Q2	$35M	Sell	643,454 -1,418,862	-69%	-$77.7M	0.88%	29
2019 Q1	$114M	Buy	+2,062,316	New	+$112M	2.82%	12

Other funds holding JPIN

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

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

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return