Traphagen Investment Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Traphagen Investment 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 Q3	–	Sell	-160,609	Closed	-$7.94M	–	144
2020 Q2	$7.94M	Buy	160,609 +76,651	+91%	+$3.63M	1.79%	13
2020 Q1	$3.63M	Buy	83,958 +36,877	+78%	+$1.92M	0.97%	24
2019 Q4	$2.69M	Sell	47,081 -11,159	-19%	-$617K	0.64%	24
2019 Q3	$3.09M	Sell	58,240 -175,583	-75%	-$9.31M	0.8%	21
2019 Q2	$13M	Buy	233,823 +7,429	+3%	+$407K	3.46%	5
2019 Q1	$12.3M	Buy	+226,394	New	+$12.3M	3.48%	6

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

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

CPO

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

Traphagen Investment Advisors's JPIN Position: Q3 2020 in Review

Traphagen Investment Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2020, closing a stake of 160,609 shares — an estimated $7.94M sold.

Traphagen Investment Advisors first reported a position in JPIN in Q1 2019 and held it in 6 quarters. The position peaked at $13M in Q2 2019. 114 funds tracked by Wall St. Rank hold JPIN as of Q3 2020.

Traphagen Investment Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2020 after selling out during the quarter.
Traphagen Investment Advisors sold 160,609 JPMorgan Diversified Return International Equity ETF shares in Q3 2020, an estimated $7.94M.
Traphagen Investment Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2019 and held it in 6 quarters.
Traphagen Investment Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $13M in Q2 2019.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2020.

Based on Traphagen Investment Advisors's 13F filing for Q3 2020, filed 17 Jun 2024.