STA
JPIN icon

Summit Trail Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Summit Trail Advisors’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
2018
Q3 		– Sell
-370
Closed -$21K – 370
2018
Q2 		$21K Buy
+370
New +$22.1K 0.01% 377

Other funds holding JPIN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's JPIN Position: Q3 2018 in Review

Summit Trail Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2018, closing a stake of 370 shares — an estimated $21K sold.

Summit Trail Advisors first reported a position in JPIN in Q2 2018 and held it in 1 quarter. The position peaked at $21K in Q2 2018. 113 funds tracked by Wall St. Rank hold JPIN as of Q3 2018.

  • Summit Trail Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 370 JPMorgan Diversified Return International Equity ETF shares in Q3 2018, an estimated $21K.
  • Summit Trail Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2018 and held it in 1 quarter.
  • Summit Trail Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $21K in Q2 2018.
  • 113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.