Tyler-Stone Wealth Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-90	Closed	-$4.97K	–	642
2024 Q2	$4.97K	Hold	90	–	–	﹤0.01%	762
2024 Q1	$5.07K	Hold	90	–	–	﹤0.01%	753
2023 Q4	$4.89K	Hold	90	–	–	﹤0.01%	734
2023 Q3	$5K	Hold	90	–	–	﹤0.01%	710
2023 Q2	$5K	Buy	+90	New	+$4.76K	﹤0.01%	700
2022 Q4	$4K	Hold	90	–	–	﹤0.01%	688
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	672
2022 Q2	$4K	Hold	90	–	–	﹤0.01%	694
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	672
2021 Q4	$5K	Buy	+90	New	+$5.43K	﹤0.01%	702

Other funds holding JPIN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 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

Tyler-Stone Wealth Management's JPIN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2024, closing a stake of 90 shares — an estimated $4.97K sold.

Tyler-Stone Wealth Management first reported a position in JPIN in Q4 2021 and held it in 10 quarters. The position peaked at $5.07K in Q1 2024. 95 funds tracked by Wall St. Rank hold JPIN as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 90 JPMorgan Diversified Return International Equity ETF shares in Q3 2024, an estimated $4.97K.
Tyler-Stone Wealth Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's JPMorgan Diversified Return International Equity ETF position peaked at $5.07K in Q1 2024.
95 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.