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

Transamerica 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
2023 Q3	–	Sell	-382	Closed	-$20K	–	651
2023 Q2	$20K	Hold	382	–	–	﹤0.01%	284
2023 Q1	$20K	Buy	382 +357	+1,428%	+$18.4K	﹤0.01%	298
2022 Q4	$2K	Buy	+25	New	+$1.18K	﹤0.01%	394
2019 Q3	–	Sell	-45	Closed	-$3K	–	333
2019 Q2	$3K	Buy	+45	New	+$2.47K	﹤0.01%	362
2019 Q1	–	Sell	-45	Closed	-$3K	–	296
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	336
2018 Q3	$3K	Buy	+45	New	+$2.6K	﹤0.01%	353
2018 Q2	–	Sell	-19,787	Closed	-$1.18M	–	526
2018 Q1	$1.18M	Buy	19,787 +3,856	+24%	+$232K	0.17%	131
2017 Q4	$957K	Buy	15,931 +345	+2%	+$20.5K	0.13%	151
2017 Q3	$903K	Buy	15,586 +2,311	+17%	+$132K	0.11%	148
2017 Q2	$746K	Buy	+13,275	New	+$731K	0.1%	142

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Transamerica Financial Advisors's JPIN Position: Q3 2023 in Review

Transamerica Financial Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2023, closing a stake of 382 shares — an estimated $20K sold.

Transamerica Financial Advisors first reported a position in JPIN in Q2 2017 and held it in 10 quarters. The position peaked at $1.18M in Q1 2018. 89 funds tracked by Wall St. Rank hold JPIN as of Q3 2023.

Transamerica Financial Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 382 JPMorgan Diversified Return International Equity ETF shares in Q3 2023, an estimated $20K.
Transamerica Financial Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 10 quarters.
Transamerica Financial Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $1.18M in Q1 2018.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2023.

Based on Transamerica Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.