TD Capital Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

TD Capital Management’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	-366	Closed	-$22K	–	352
2021 Q1	$22K	Buy	366 +1	+0.3%	+$60	﹤0.01%	183
2020 Q4	$21K	Buy	365 +3	+0.8%	+$164	﹤0.01%	170
2020 Q3	$19K	Sell	362 -189	-34%	-$9.81K	﹤0.01%	152
2020 Q2	$27K	Buy	551 +5	+0.9%	+$237	﹤0.01%	134
2020 Q1	$24K	Sell	546 -264	-33%	-$13.7K	﹤0.01%	131
2019 Q4	$46K	Sell	810 -28,107	-97%	-$1.55M	0.01%	118
2019 Q3	$1.54M	Sell	28,917 -1,585	-5%	-$84.1K	0.28%	32
2019 Q2	$1.66M	Buy	30,502 +398	+1%	+$21.8K	0.34%	28
2019 Q1	$1.66M	Sell	30,104 -1,549	-5%	-$84.4K	0.35%	27
2018 Q4	$1.61M	Sell	31,653 -19,484	-38%	-$1.04M	0.4%	26
2018 Q3	$2.98M	Buy	51,137 +19,948	+64%	+$1.15M	0.77%	21
2018 Q2	$1.8M	Buy	31,189 +25,744	+473%	+$1.54M	0.49%	24
2018 Q1	$324K	Buy	5,445 +5,257	+2,796%	+$316K	0.09%	38
2017 Q4	$11K	Buy	188 +4	+2%	+$238	﹤0.01%	127
2017 Q3	$11K	Hold	184	–	–	﹤0.01%	130
2017 Q2	$10K	Buy	+184	New	+$10.1K	﹤0.01%	119

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CPO

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

TD Capital Management's JPIN Position: Q2 2021 in Review

TD Capital Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2021, closing a stake of 366 shares — an estimated $22K sold.

TD Capital Management first reported a position in JPIN in Q2 2017 and held it in 16 quarters. The position peaked at $2.98M in Q3 2018. 101 funds tracked by Wall St. Rank hold JPIN as of Q2 2021.

TD Capital Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2021 after selling out during the quarter.
TD Capital Management sold 366 JPMorgan Diversified Return International Equity ETF shares in Q2 2021, an estimated $22K.
TD Capital Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 16 quarters.
TD Capital Management's JPMorgan Diversified Return International Equity ETF position peaked at $2.98M in Q3 2018.
101 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2021.

Based on TD Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.