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Triad Wealth Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-30
Closed -$1.66K – 494
2024
Q2 		$1.66K Buy
+30
New +$1.68K ﹤0.01% 794

Other funds holding JPIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Triad Wealth Partners's JPIN Position: Q3 2024 in Review

Triad Wealth Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2024, closing a stake of 30 shares — an estimated $1.66K sold.

Triad Wealth Partners first reported a position in JPIN in Q2 2024 and held it in 1 quarter. The position peaked at $1.66K in Q2 2024. 95 funds tracked by Wall St. Rank hold JPIN as of Q3 2024.

  • Triad Wealth Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 30 JPMorgan Diversified Return International Equity ETF shares in Q3 2024, an estimated $1.66K.
  • Triad Wealth Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's JPMorgan Diversified Return International Equity ETF position peaked at $1.66K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.