Snowden Capital Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Snowden Capital 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 Q3	–	Sell	-5,983	Closed	-$311K	–	1124
2023 Q2	$311K	Buy	5,983 +34	+0.6%	+$1.8K	0.01%	945
2023 Q1	$311K	Buy	5,949 +30	+0.5%	+$1.55K	0.01%	926
2022 Q4	$292K	Sell	5,919 -798	-12%	-$37.5K	0.01%	920
2022 Q3	$287K	Sell	6,717 -655	-9%	-$31.6K	0.01%	903
2022 Q2	$359K	Sell	7,372 -175	-2%	-$9.28K	0.02%	782
2022 Q1	$426K	Buy	7,547 +6,469	+600%	+$371K	0.02%	687
2021 Q4	$63K	Buy	+1,078	New	+$65K	﹤0.01%	971

Other funds holding JPIN

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Snowden Capital Advisors's JPIN Position: Q3 2023 in Review

Snowden Capital Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2023, closing a stake of 5,983 shares — an estimated $311K sold.

Snowden Capital Advisors first reported a position in JPIN in Q4 2021 and held it in 7 quarters. The position peaked at $426K in Q1 2022. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2023.

Snowden Capital Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 5,983 JPMorgan Diversified Return International Equity ETF shares in Q3 2023, an estimated $311K.
Snowden Capital Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2021 and held it in 7 quarters.
Snowden Capital Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $426K in Q1 2022.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.