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Source Financial Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Source Financial 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
2021
Q1 		– Sell
-25,377
Closed -$1.48M – 111
2020
Q4 		$1.48M Buy
+25,377
New +$1.39M 0.4% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 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
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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Source Financial Advisors's JPIN Position: Q1 2021 in Review

Source Financial Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2021, closing a stake of 25,377 shares — an estimated $1.48M sold.

Source Financial Advisors first reported a position in JPIN in Q4 2020 and held it in 1 quarter. The position peaked at $1.48M in Q4 2020. 109 funds tracked by Wall St. Rank hold JPIN as of Q1 2021.

  • Source Financial Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Source Financial Advisors sold 25,377 JPMorgan Diversified Return International Equity ETF shares in Q1 2021, an estimated $1.48M.
  • Source Financial Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2020 and held it in 1 quarter.
  • Source Financial Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $1.48M in Q4 2020.
  • 109 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2021.

Based on Source Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.