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

WealthPLAN 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
2016 Q3	–	Sell	-493	Closed	-$24	–	1019
2016 Q2	$24	Buy	+493	New	+$24.5K	﹤0.01%	2473

Other funds holding JPIN

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return