Smith, Moore & Co’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Smith, Moore & Co’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 Q3	–	Sell	-27,668	Closed	-$1.51M	–	325
2019 Q2	$1.51M	Buy	27,668 +208	+0.8%	+$11.4K	0.34%	60
2019 Q1	$1.52M	Sell	27,460 -8,973	-25%	-$489K	0.36%	59
2018 Q4	$1.85M	Sell	36,433 -10,056	-22%	-$537K	0.5%	43
2018 Q3	$2.71M	Buy	46,489 +195	+0.4%	+$11.3K	0.62%	32
2018 Q2	$2.67M	Sell	46,294 -302	-0.6%	-$18.1K	0.67%	29
2018 Q1	$2.77M	Sell	46,596 -80	-0.2%	-$4.82K	0.74%	27
2017 Q4	$2.8M	Sell	46,676 -39	-0.1%	-$2.32K	0.76%	28
2017 Q3	$2.71M	Sell	46,715 -935	-2%	-$53.4K	0.77%	27
2017 Q2	$2.68M	Buy	47,650 +39,618	+493%	+$2.18M	0.9%	24
2017 Q1	$426K	Buy	+8,032	New	+$412K	0.15%	132

Other funds holding JPIN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LTFS

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

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

PFG

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

Smith, Moore & Co's JPIN Position: Q3 2019 in Review

Smith, Moore & Co sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2019, closing a stake of 27,668 shares — an estimated $1.51M sold.

Smith, Moore & Co first reported a position in JPIN in Q1 2017 and held it in 10 quarters. The position peaked at $2.8M in Q4 2017. 133 funds tracked by Wall St. Rank hold JPIN as of Q3 2019.

Smith, Moore & Co reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2019 after selling out during the quarter.
Smith, Moore & Co sold 27,668 JPMorgan Diversified Return International Equity ETF shares in Q3 2019, an estimated $1.51M.
Smith, Moore & Co first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2017 and held it in 10 quarters.
Smith, Moore & Co's JPMorgan Diversified Return International Equity ETF position peaked at $2.8M in Q4 2017.
133 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2019.

Based on Smith, Moore & Co's 13F filing for Q3 2019, filed 7 Nov 2019.