Visionary Asset Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Visionary Asset 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
2018 Q4	–	Sell	-4,077	Closed	-$238K	–	198
2018 Q3	$238K	Sell	4,077 -9	-0.2%	-$520	0.08%	248
2018 Q2	$235K	Sell	4,086 -171	-4%	-$10.2K	0.08%	228
2018 Q1	$251K	Buy	4,257 +289	+7%	+$17.4K	0.08%	205
2017 Q4	$238K	Sell	3,968 -123	-3%	-$7.31K	0.07%	212
2017 Q3	$237K	Sell	4,091 -194	-5%	-$11.1K	0.07%	185
2017 Q2	$241K	Buy	+4,285	New	+$236K	0.07%	170

Other funds holding JPIN

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

CPO

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 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

BCI

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

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

Visionary Asset Management's JPIN Position: Q4 2018 in Review

Visionary Asset Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 4,077 shares — an estimated $238K sold.

Visionary Asset Management first reported a position in JPIN in Q2 2017 and held it in 6 quarters. The position peaked at $251K in Q1 2018. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Visionary Asset Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 4,077 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $238K.
Visionary Asset Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 6 quarters.
Visionary Asset Management's JPMorgan Diversified Return International Equity ETF position peaked at $251K in Q1 2018.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.