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

Ropes 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
2017
Q2 		– Sell
-294
Closed -$16K – 547
2017
Q1 		$16K Buy
+294
New +$15.1K ﹤0.01% 420

Other funds holding JPIN

Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ropes Wealth Advisors's JPIN Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2017, closing a stake of 294 shares — an estimated $16K sold.

Ropes Wealth Advisors first reported a position in JPIN in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 80 funds tracked by Wall St. Rank hold JPIN as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 294 JPMorgan Diversified Return International Equity ETF shares in Q2 2017, an estimated $16K.
  • Ropes Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $16K in Q1 2017.
  • 80 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.