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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 $1.81T AUM 41.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

WealthPLAN Partners's JPIN Position: Q3 2016 in Review

WealthPLAN Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2016, closing a stake of 493 shares — an estimated $24 sold.

WealthPLAN Partners first reported a position in JPIN in Q2 2016 and held it in 1 quarter. The position peaked at $24 in Q2 2016. 44 funds tracked by Wall St. Rank hold JPIN as of Q3 2016.

  • WealthPLAN Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 493 JPMorgan Diversified Return International Equity ETF shares in Q3 2016, an estimated $24.
  • WealthPLAN Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's JPMorgan Diversified Return International Equity ETF position peaked at $24 in Q2 2016.
  • 44 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.