Total Clarity Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-175	Closed	-$9K	–	620
2022 Q2	$9K	Buy	+175	New	+$9.28K	﹤0.01%	694
2022 Q1	–	Sell	-175	Closed	-$10K	–	579
2021 Q4	$10K	Hold	175	–	–	﹤0.01%	698
2021 Q3	$11K	Buy	+175	New	+$10.9K	0.01%	658
2021 Q2	–	Sell	-175	Closed	-$11K	–	474
2021 Q1	$11K	Buy	+175	New	+$10.5K	0.01%	546
2020 Q1	–	Sell	-175	Closed	-$10K	–	370
2019 Q4	$10K	Buy	+175	New	+$9.67K	0.01%	497

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

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

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

Total Clarity Wealth Management's JPIN Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2022, closing a stake of 175 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in JPIN in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q3 2021. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2022.

Total Clarity Wealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 175 JPMorgan Diversified Return International Equity ETF shares in Q3 2022, an estimated $9K.
Total Clarity Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $11K in Q3 2021.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.