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

TimeScale 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
2021 Q2	–	Sell	-684	Closed	-$43.1K	–	537
2021 Q1	$42K	Buy	684 +2	+0.3%	+$121	0.01%	188
2020 Q4	$40K	Buy	682 +4	+0.6%	+$219	0.01%	169
2020 Q3	$35K	Buy	678 +6	+0.9%	+$311	0.01%	175
2020 Q2	$34K	Hold	672	–	–	0.01%	173
2020 Q1	$29K	Sell	672 -2,949	-81%	-$153K	0.01%	172
2019 Q4	$206K	Hold	3,621	–	–	0.06%	82
2019 Q3	$193K	Hold	3,621	–	–	0.07%	83
2019 Q2	$197K	Buy	+3,621	New	+$198K	0.07%	81
2019 Q1	–	Sell	-4,197	Closed	-$214K	–	90
2018 Q4	$214K	Buy	+4,197	New	+$224K	0.12%	82

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 $2.78B AUM 15.76% 1-Year Est. Return

TimeScale Financial's JPIN Position: Q2 2021 in Review

TimeScale Financial sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2021, closing a stake of 684 shares — an estimated $43.1K sold.

TimeScale Financial first reported a position in JPIN in Q4 2018 and held it in 9 quarters. The position peaked at $214K in Q4 2018. 101 funds tracked by Wall St. Rank hold JPIN as of Q2 2021.

TimeScale Financial reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2021 after selling out during the quarter.
TimeScale Financial sold 684 JPMorgan Diversified Return International Equity ETF shares in Q2 2021, an estimated $43.1K.
TimeScale Financial first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 9 quarters.
TimeScale Financial's JPMorgan Diversified Return International Equity ETF position peaked at $214K in Q4 2018.
101 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2021.

Based on TimeScale Financial's 13F filing for Q2 2021, filed 26 Jul 2021.