Simplicity Solutions’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-14,096	Closed	-$779K	–	771
2019 Q1	$779K	Sell	14,096 -14,415	-51%	-$786K	0.05%	297
2018 Q4	$1.45M	Sell	28,511 -52,721	-65%	-$2.82M	0.19%	128
2018 Q3	$4.74M	Buy	81,232 +24,277	+43%	+$1.4M	0.27%	55
2018 Q2	$3.28M	Buy	56,955 +4,082	+8%	+$244K	0.24%	55
2018 Q1	$3.14M	Buy	52,873 +2,896	+6%	+$174K	0.27%	50
2017 Q4	$3M	Buy	+49,977	New	+$2.97M	0.29%	59
2017 Q3	–	Sell	-54,105	Closed	-$3.04M	–	297
2017 Q2	$3.04M	Buy	54,105 +9,486	+21%	+$522K	0.36%	48
2017 Q1	$2.37M	Buy	44,619 +6,840	+18%	+$350K	0.36%	51
2016 Q4	$1.85M	Buy	37,779 +31,598	+511%	+$1.57M	0.43%	47
2016 Q3	$323K	Buy	6,181 +2,022	+49%	+$104K	0.16%	162
2016 Q2	$206K	Buy	+4,159	New	+$207K	0.11%	206

Other funds holding JPIN

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 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 $7.56B AUM 23.82% 1-Year Est. Return

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

Simplicity Solutions's JPIN Position: Q2 2019 in Review

Simplicity Solutions sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2019, closing a stake of 14,096 shares — an estimated $779K sold.

Simplicity Solutions first reported a position in JPIN in Q2 2016 and held it in 11 quarters. The position peaked at $4.74M in Q3 2018. 144 funds tracked by Wall St. Rank hold JPIN as of Q2 2019.

Simplicity Solutions reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 14,096 JPMorgan Diversified Return International Equity ETF shares in Q2 2019, an estimated $779K.
Simplicity Solutions first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2016 and held it in 11 quarters.
Simplicity Solutions's JPMorgan Diversified Return International Equity ETF position peaked at $4.74M in Q3 2018.
144 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.