SPC Financial Inc’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

SPC Financial Inc’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
2020 Q1	–	Sell	-40,811	Closed	-$2.33M	–	140
2019 Q4	$2.33M	Buy	40,811 +5,087	+14%	+$281K	0.43%	43
2019 Q3	$1.9M	Buy	35,724 +12,960	+57%	+$687K	0.4%	42
2019 Q2	$1.24M	Buy	22,764 +4,696	+26%	+$257K	0.25%	58
2019 Q1	$999K	Buy	18,068 +2,255	+14%	+$123K	0.21%	61
2018 Q4	$805K	Buy	15,813 +8	+0.1%	+$427	0.22%	62
2018 Q3	$923K	Buy	15,805 +3,708	+31%	+$214K	0.18%	68
2018 Q2	$697K	Buy	12,097 +3,244	+37%	+$194K	0.15%	76
2018 Q1	$526K	Buy	+8,853	New	+$533K	0.12%	83

Other funds holding JPIN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWA

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SPC Financial Inc's JPIN Position: Q1 2020 in Review

SPC Financial Inc sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 40,811 shares — an estimated $2.33M sold.

SPC Financial Inc first reported a position in JPIN in Q1 2018 and held it in 8 quarters. The position peaked at $2.33M in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

SPC Financial Inc reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
SPC Financial Inc sold 40,811 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $2.33M.
SPC Financial Inc first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2018 and held it in 8 quarters.
SPC Financial Inc's JPMorgan Diversified Return International Equity ETF position peaked at $2.33M in Q4 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on SPC Financial Inc's 13F filing for Q1 2020, filed 16 Apr 2020.