Veritable’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Veritable’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
2018 Q2	–	Sell	-3,460	Closed	-$206K	–	812
2018 Q1	$206K	Hold	3,460	–	–	﹤0.01%	750
2017 Q4	$208K	Hold	3,460	–	–	﹤0.01%	754
2017 Q3	$200K	Buy	+3,460	New	+$198K	﹤0.01%	727

Other funds holding JPIN

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

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

CPO

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Veritable's JPIN Position: Q2 2018 in Review

Veritable sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2018, closing a stake of 3,460 shares — an estimated $206K sold.

Veritable first reported a position in JPIN in Q3 2017 and held it in 3 quarters. The position peaked at $208K in Q4 2017. 111 funds tracked by Wall St. Rank hold JPIN as of Q2 2018.

Veritable reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2018 after selling out during the quarter.
Veritable sold 3,460 JPMorgan Diversified Return International Equity ETF shares in Q2 2018, an estimated $206K.
Veritable first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2017 and held it in 3 quarters.
Veritable's JPMorgan Diversified Return International Equity ETF position peaked at $208K in Q4 2017.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2018.

Based on Veritable's 13F filing for Q2 2018, filed 13 Aug 2018.