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

Stifel Financial’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
2024
Q2 		– Sell
-5,321
Closed -$300K – 3416
2024
Q1 		$300K Sell
5,321
-27
-0.5% -$1.47K ﹤0.01% 2911
2023
Q4 		$291K Sell
5,348
-604
-10% -$31.1K ﹤0.01% 2871
2023
Q3 		$301K Sell
5,952
-179
-3% -$9.36K ﹤0.01% 2791
2023
Q2 		$318K Sell
6,131
-73
-1% -$3.86K ﹤0.01% 2789
2023
Q1 		$325K Sell
6,204
-5
-0.1% -$258 ﹤0.01% 2758
2022
Q4 		$306K Sell
6,209
-220
-3% -$10.3K ﹤0.01% 2754
2022
Q3 		$275K Sell
6,429
-470
-7% -$22.7K ﹤0.01% 2768
2022
Q2 		$337K Sell
6,899
-217
-3% -$11.5K ﹤0.01% 2688
2022
Q1 		$402K Buy
7,116
+372
+6% +$21.3K ﹤0.01% 2697
2021
Q4 		$399K Sell
6,744
-293
-4% -$17.7K ﹤0.01% 2725
2021
Q3 		$424K Buy
7,037
+314
+5% +$19.6K ﹤0.01% 2673
2021
Q2 		$420K Sell
6,723
-5,298
-44% -$334K ﹤0.01% 2683
2021
Q1 		$733K Sell
12,021
-10,350
-46% -$624K ﹤0.01% 2210
2020
Q4 		$1.3M Buy
22,371
+2,426
+12% +$133K ﹤0.01% 1660
2020
Q3 		$1.03M Buy
19,945
+647
+3% +$33.6K ﹤0.01% 1610
2020
Q2 		$954K Sell
19,298
-3,411
-15% -$161K ﹤0.01% 1588
2020
Q1 		$980K Buy
22,709
+318
+1% +$16.5K ﹤0.01% 1453
2019
Q4 		$1.28M Buy
22,391
+11
+0% +$608 ﹤0.01% 1650
2019
Q3 		$1.19M Sell
22,380
-1,764
-7% -$93.6K ﹤0.01% 1649
2019
Q2 		$1.31M Sell
24,144
-21,301
-47% -$1.17M ﹤0.01% 1630
2019
Q1 		$2.51M Buy
45,445
+36,274
+396% +$1.98M 0.01% 1126
2018
Q4 		$465K Sell
9,171
-1,345
-13% -$71.8K ﹤0.01% 1971
2018
Q3 		$616K Buy
+10,516
New +$608K ﹤0.01% 1996

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Stifel Financial's JPIN Position: Q2 2024 in Review

Stifel Financial sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2024, closing a stake of 5,321 shares — an estimated $300K sold.

Stifel Financial first reported a position in JPIN in Q3 2018 and held it in 23 quarters. The position peaked at $2.51M in Q1 2019. 97 funds tracked by Wall St. Rank hold JPIN as of Q2 2024.

  • Stifel Financial reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 5,321 JPMorgan Diversified Return International Equity ETF shares in Q2 2024, an estimated $300K.
  • Stifel Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2018 and held it in 23 quarters.
  • Stifel Financial's JPMorgan Diversified Return International Equity ETF position peaked at $2.51M in Q1 2019.
  • 97 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.