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SNS Financial Group’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

SNS Financial Group’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
2021
Q4 		– Sell
-5,841
Closed -$352K – 253
2021
Q3 		$352K Hold
5,841
– – 0.04% 153
2021
Q2 		$365K Sell
5,841
-317
-5% -$20K 0.05% 149
2021
Q1 		$376K Hold
6,158
– – 0.05% 139
2020
Q4 		$358K Sell
6,158
-297
-5% -$16.2K 0.05% 138
2020
Q3 		$333K Sell
6,455
-160
-2% -$8.3K 0.05% 144
2020
Q2 		$327K Hold
6,615
– – 0.06% 139
2020
Q1 		$286K Hold
6,615
– – 0.05% 151
2019
Q4 		$378K Sell
6,615
-113
-2% -$6.25K 0.07% 146
2019
Q3 		$358K Hold
6,728
– – 0.07% 139
2019
Q2 		$366K Hold
6,728
– – 0.07% 140
2019
Q1 		$372K Hold
6,728
– – 0.08% 130
2018
Q4 		$342K Sell
6,728
-105
-2% -$5.61K 0.08% 128
2018
Q3 		$399K Sell
6,833
-220
-3% -$12.7K 0.1% 115
2018
Q2 		$406K Sell
7,053
-7,092
-50% -$424K 0.11% 109
2018
Q1 		$841K Sell
14,145
-1,084
-7% -$65.3K 0.23% 73
2017
Q4 		$915K Sell
15,229
-617
-4% -$36.7K 0.22% 74
2017
Q3 		$918K Sell
15,846
-608
-4% -$34.7K 0.24% 76
2017
Q2 		$924K Sell
16,454
-620
-4% -$34.1K 0.25% 76
2017
Q1 		$906K Sell
17,074
-1,883
-10% -$96.5K 0.23% 77
2016
Q4 		$928K Buy
18,957
+5,857
+45% +$291K 0.27% 76
2016
Q3 		$685K Buy
13,100
+1,575
+14% +$80.6K 0.2% 72
2016
Q2 		$570K Buy
+11,525
New +$573K 0.14% 79

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LWA
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Osaic Holdings
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SNS Financial Group's JPIN Position: Q4 2021 in Review

SNS Financial Group sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2021, closing a stake of 5,841 shares — an estimated $352K sold.

SNS Financial Group first reported a position in JPIN in Q2 2016 and held it in 22 quarters. The position peaked at $928K in Q4 2016. 111 funds tracked by Wall St. Rank hold JPIN as of Q4 2021.

  • SNS Financial Group reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2021 after selling out during the quarter.
  • SNS Financial Group sold 5,841 JPMorgan Diversified Return International Equity ETF shares in Q4 2021, an estimated $352K.
  • SNS Financial Group first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2016 and held it in 22 quarters.
  • SNS Financial Group's JPMorgan Diversified Return International Equity ETF position peaked at $928K in Q4 2016.
  • 111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2021.

Based on SNS Financial Group's 13F filing for Q4 2021, filed 14 Feb 2022.