Stratos Wealth Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Stratos Wealth Partners’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
2022 Q1	–	Sell	-17,166	Closed	-$1.02M	–	1315
2021 Q4	$1.02M	Buy	17,166 +116	+0.7%	+$7K	0.02%	553
2021 Q3	$1.03M	Buy	17,050 +1,031	+6%	+$64.5K	0.03%	517
2021 Q2	$1M	Buy	16,019 +685	+4%	+$43.2K	0.02%	548
2021 Q1	$935K	Buy	15,334 +102	+0.7%	+$6.15K	0.03%	517
2020 Q4	$887K	Buy	15,232 +678	+5%	+$37.1K	0.03%	482
2020 Q3	$751K	Buy	14,554 +1,217	+9%	+$63.2K	0.02%	491
2020 Q2	$659K	Buy	13,337 +822	+7%	+$38.9K	0.02%	499
2020 Q1	$541K	Buy	12,515 +1,111	+10%	+$57.7K	0.02%	504
2019 Q4	$651K	Buy	11,404 +1,169	+11%	+$64.6K	0.03%	516
2019 Q3	$544K	Buy	10,235 +886	+9%	+$47K	0.02%	536
2019 Q2	$509K	Buy	9,349 +1,386	+17%	+$75.9K	0.02%	552
2019 Q1	$440K	Buy	7,963 +2,397	+43%	+$131K	0.02%	594
2018 Q4	$283K	Buy	5,566 +2,748	+98%	+$147K	0.01%	679
2018 Q3	$164K	Buy	+2,818	New	+$163K	0.01%	926
2018 Q2	–	Sell	-148	Closed	-$9K	–	1814
2018 Q1	$9K	Sell	148 -622	-81%	-$37.4K	﹤0.01%	2376
2017 Q4	$46K	Buy	+770	New	+$45.7K	﹤0.01%	1553

Other funds holding JPIN

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

LWA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Stratos Wealth Partners's JPIN Position: Q1 2022 in Review

Stratos Wealth Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2022, closing a stake of 17,166 shares — an estimated $1.02M sold.

Stratos Wealth Partners first reported a position in JPIN in Q4 2017 and held it in 16 quarters. The position peaked at $1.03M in Q3 2021. 102 funds tracked by Wall St. Rank hold JPIN as of Q1 2022.

Stratos Wealth Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Partners sold 17,166 JPMorgan Diversified Return International Equity ETF shares in Q1 2022, an estimated $1.02M.
Stratos Wealth Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 16 quarters.
Stratos Wealth Partners's JPMorgan Diversified Return International Equity ETF position peaked at $1.03M in Q3 2021.
102 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2022.

Based on Stratos Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.