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	–	1680
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

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Bank of America

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GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return