Schneider Downs Wealth Management Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Schneider Downs Wealth Management 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
2023 Q2	–	Sell	-15,079	Closed	-$789K	–	115
2023 Q1	$789K	Buy	15,079 +461	+3%	+$23.8K	0.16%	50
2022 Q4	$720K	Sell	14,618 -306	-2%	-$14.4K	0.16%	50
2022 Q3	$639K	Buy	14,924 +686	+5%	+$33.1K	0.19%	51
2022 Q2	$695K	Buy	14,238 +1,014	+8%	+$53.8K	0.19%	55
2022 Q1	$747K	Sell	13,224 -749	-5%	-$43K	0.19%	54
2021 Q4	$827K	Sell	13,973 -351	-2%	-$21.2K	0.2%	54
2021 Q3	$864K	Sell	14,324 -134	-0.9%	-$8.38K	0.22%	51
2021 Q2	$903K	Buy	14,458 +181	+1%	+$11.4K	0.23%	42
2021 Q1	$871K	Sell	14,277 -1	-0%	-$60	0.21%	39
2020 Q4	$831K	Sell	14,278 -428	-3%	-$23.4K	0.23%	37
2020 Q3	$759K	Sell	14,706 -803	-5%	-$41.7K	0.25%	33
2020 Q2	$766K	Sell	15,509 -104,173	-87%	-$4.93M	0.26%	31
2020 Q1	$5.17M	Sell	119,682 -20,656	-15%	-$1.07M	1.9%	11
2019 Q4	$8.01M	Buy	140,338 +16,887	+14%	+$934K	2.39%	7
2019 Q3	$6.56M	Sell	123,451 -2,931	-2%	-$155K	2.04%	7
2019 Q2	$6.88M	Buy	126,382 +7,207	+6%	+$395K	2.4%	6
2019 Q1	$6.59M	Buy	119,175 +19,591	+20%	+$1.07M	2.48%	7
2018 Q4	$5.07M	Buy	99,584 +68,190	+217%	+$3.64M	2.19%	7
2018 Q3	$1.83M	Buy	31,394 +4,982	+19%	+$288K	1.16%	12
2018 Q2	$1.52M	Buy	26,412 +15,141	+134%	+$906K	1.01%	13
2018 Q1	$670K	Buy	11,271 +5,614	+99%	+$338K	0.38%	19
2017 Q4	$340K	Buy	+5,657	New	+$336K	0.2%	30

Other funds holding JPIN

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OMC

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

Schneider Downs Wealth Management Advisors's JPIN Position: Q2 2023 in Review

Schneider Downs Wealth Management Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2023, closing a stake of 15,079 shares — an estimated $789K sold.

Schneider Downs Wealth Management Advisors first reported a position in JPIN in Q4 2017 and held it in 22 quarters. The position peaked at $8.01M in Q4 2019. 94 funds tracked by Wall St. Rank hold JPIN as of Q2 2023.

Schneider Downs Wealth Management Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2023 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 15,079 JPMorgan Diversified Return International Equity ETF shares in Q2 2023, an estimated $789K.
Schneider Downs Wealth Management Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 22 quarters.
Schneider Downs Wealth Management Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $8.01M in Q4 2019.
94 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.