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San Francisco Sentry Investment Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

San Francisco Sentry 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
2020
Q1 		– Sell
-1,530
Closed -$87K – 942
2019
Q4 		$87K Sell
1,530
-1,345
-47% -$74.4K 0.04% 308
2019
Q3 		$153K Sell
2,875
-1,370
-32% -$72.7K 0.07% 225
2019
Q2 		$231K Sell
4,245
-422
-9% -$23.1K 0.11% 184
2019
Q1 		$258K Sell
4,667
-410
-8% -$22.3K 0.11% 175
2018
Q4 		$258K Sell
5,077
-690
-12% -$36.9K 0.12% 153
2018
Q3 		$337K Sell
5,767
-560
-9% -$32.4K 0.13% 147
2018
Q2 		$364K Buy
6,327
+680
+12% +$40.7K 0.15% 130
2018
Q1 		$336K Buy
5,647
+1,257
+29% +$75.7K 0.1% 196
2017
Q4 		$264K Buy
4,390
+1,655
+61% +$98.3K 0.08% 225
2017
Q3 		$158K Buy
2,735
+1,835
+204% +$105K 0.05% 282
2017
Q2 		$51K Buy
+900
New +$49.6K 0.02% 358

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

San Francisco Sentry Investment Group's JPIN Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 1,530 shares — an estimated $87K sold.

San Francisco Sentry Investment Group first reported a position in JPIN in Q2 2017 and held it in 11 quarters. The position peaked at $364K in Q2 2018. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

  • San Francisco Sentry Investment Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 1,530 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $87K.
  • San Francisco Sentry Investment Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 11 quarters.
  • San Francisco Sentry Investment Group's JPMorgan Diversified Return International Equity ETF position peaked at $364K in Q2 2018.
  • 124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.