Security Financial Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Security Financial Services’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
2024 Q1	–	Sell	-7,215	Closed	-$392K	–	189
2023 Q4	$392K	Buy	7,215 +2,898	+67%	+$149K	0.1%	114
2023 Q3	$218K	Buy	+4,317	New	+$226K	0.06%	151

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Security Financial Services's JPIN Position: Q1 2024 in Review

Security Financial Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2024, closing a stake of 7,215 shares — an estimated $392K sold.

Security Financial Services first reported a position in JPIN in Q3 2023 and held it in 2 quarters. The position peaked at $392K in Q4 2023. 99 funds tracked by Wall St. Rank hold JPIN as of Q1 2024.

Security Financial Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2024 after selling out during the quarter.
Security Financial Services sold 7,215 JPMorgan Diversified Return International Equity ETF shares in Q1 2024, an estimated $392K.
Security Financial Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2023 and held it in 2 quarters.
Security Financial Services's JPMorgan Diversified Return International Equity ETF position peaked at $392K in Q4 2023.
99 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2024.

Based on Security Financial Services's 13F filing for Q1 2024, filed 11 Apr 2024.