Sowell Financial Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-6,237	Closed	-$394K	–	1679
2021 Q1	$394K	Buy	6,237 +5,096	+447%	+$307K	0.01%	732
2020 Q4	$66K	Buy	1,141 +8	+0.7%	+$438	﹤0.01%	1302
2020 Q3	$58K	Sell	1,133 -67	-6%	-$3.48K	﹤0.01%	1159
2020 Q2	$59K	Sell	1,200 -2,775	-70%	-$131K	﹤0.01%	1121
2020 Q1	$172K	Buy	3,975 +704	+22%	+$36.6K	0.01%	693
2019 Q4	$187K	Buy	3,271 +403	+14%	+$22.3K	0.01%	735
2019 Q3	$152K	Buy	+2,868	New	+$152K	0.01%	715
2019 Q1	$511K	Buy	+9,236	New	+$503K	0.06%	322

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Sowell Financial Services's JPIN Position: Q2 2021 in Review

Sowell Financial Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2021, closing a stake of 6,237 shares — an estimated $394K sold.

Sowell Financial Services first reported a position in JPIN in Q1 2019 and held it in 8 quarters. The position peaked at $511K in Q1 2019. 101 funds tracked by Wall St. Rank hold JPIN as of Q2 2021.

Sowell Financial Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 6,237 JPMorgan Diversified Return International Equity ETF shares in Q2 2021, an estimated $394K.
Sowell Financial Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and held it in 8 quarters.
Sowell Financial Services's JPMorgan Diversified Return International Equity ETF position peaked at $511K in Q1 2019.
101 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.