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Sonora Investment Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Sonora Investment Management’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
Q3 		$37K Buy
+610
New +$38.2K ﹤0.01% 488

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sonora Investment Management's JPIN Position: Q3 2021 in Review

Sonora Investment Management opened a new position in JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2021: 610 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

113 funds tracked by Wall St. Rank hold JPIN as of Q3 2021.

  • Sonora Investment Management held 610 shares of JPMorgan Diversified Return International Equity ETF worth $37K as of Q3 2021.
  • JPMorgan Diversified Return International Equity ETF was a new Sonora Investment Management position in Q3 2021.
  • JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #488 holding.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.