Trust Company of Vermont’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Trust Company of Vermont’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	-700	Closed	-$40K	–	915
2019 Q4	$40K	Hold	700	–	–	﹤0.01%	503
2019 Q3	$37K	Buy	+700	New	+$37.1K	﹤0.01%	523

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Trust Company of Vermont's JPIN Position: Q1 2020 in Review

Trust Company of Vermont sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2020, closing a stake of 700 shares — an estimated $40K sold.

Trust Company of Vermont first reported a position in JPIN in Q3 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 124 funds tracked by Wall St. Rank hold JPIN as of Q1 2020.

Trust Company of Vermont reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2020 after selling out during the quarter.
Trust Company of Vermont sold 700 JPMorgan Diversified Return International Equity ETF shares in Q1 2020, an estimated $40K.
Trust Company of Vermont first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2019 and held it in 2 quarters.
Trust Company of Vermont's JPMorgan Diversified Return International Equity ETF position peaked at $40K in Q4 2019.
124 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.