Sanctuary Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Sanctuary Wealth Management’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
2019 Q4	–	Sell	-3,913	Closed	-$208K	–	28
2019 Q3	$208K	Sell	3,913 -3,550	-48%	-$188K	0.21%	25
2019 Q2	$406K	Buy	+7,463	New	+$409K	0.37%	18

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

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

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

LTFS

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Sanctuary Wealth Management's JPIN Position: Q4 2019 in Review

Sanctuary Wealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2019, closing a stake of 3,913 shares — an estimated $208K sold.

Sanctuary Wealth Management first reported a position in JPIN in Q2 2019 and held it in 2 quarters. The position peaked at $406K in Q2 2019. 145 funds tracked by Wall St. Rank hold JPIN as of Q4 2019.

Sanctuary Wealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2019 after selling out during the quarter.
Sanctuary Wealth Management sold 3,913 JPMorgan Diversified Return International Equity ETF shares in Q4 2019, an estimated $208K.
Sanctuary Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2019 and held it in 2 quarters.
Sanctuary Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $406K in Q2 2019.
145 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2019.

Based on Sanctuary Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.