Salem Investment Counselors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Salem Investment Counselors’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
2023 Q1	–	Sell	-33	Closed	-$1.62K	–	1144
2022 Q4	$1.62K	Hold	33	–	–	﹤0.01%	972
2022 Q3	$1K	Buy	33 +1	+3%	+$48	﹤0.01%	995
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	981
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	934
2021 Q4	$2K	Buy	+32	New	+$1.93K	﹤0.01%	1004

Other funds holding JPIN

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

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

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Salem Investment Counselors's JPIN Position: Q1 2023 in Review

Salem Investment Counselors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2023, closing a stake of 33 shares — an estimated $1.62K sold.

Salem Investment Counselors first reported a position in JPIN in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 90 funds tracked by Wall St. Rank hold JPIN as of Q1 2023.

Salem Investment Counselors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2023 after selling out during the quarter.
Salem Investment Counselors sold 33 JPMorgan Diversified Return International Equity ETF shares in Q1 2023, an estimated $1.62K.
Salem Investment Counselors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2021 and held it in 5 quarters.
Salem Investment Counselors's JPMorgan Diversified Return International Equity ETF position peaked at $2K in Q2 2022.
90 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2023.

Based on Salem Investment Counselors's 13F filing for Q1 2023, filed 11 May 2023.