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

Tobias Financial 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
2020
Q1 		– Sell
-4,732
Closed -$270K – 169
2019
Q4 		$270K Buy
+4,732
New +$262K 0.17% 46

Other funds holding JPIN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Tobias Financial Advisors's JPIN Position: Q1 2020 in Review

Tobias Financial Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 4,732 shares — an estimated $270K sold.

Tobias Financial Advisors first reported a position in JPIN in Q4 2019 and held it in 1 quarter. The position peaked at $270K in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

  • Tobias Financial Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 4,732 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $270K.
  • Tobias Financial Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $270K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.