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

Wealthquest’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
2019
Q3 		– Sell
-4,011
Closed -$218K – 135
2019
Q2 		$218K Hold
4,011
– – 0.08% 119
2019
Q1 		$221K Hold
4,011
– – 0.08% 123
2018
Q4 		$204K Buy
+4,011
New +$214K 0.08% 124

Other funds holding JPIN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Wealthquest's JPIN Position: Q3 2019 in Review

Wealthquest sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2019, closing a stake of 4,011 shares — an estimated $218K sold.

Wealthquest first reported a position in JPIN in Q4 2018 and held it in 3 quarters. The position peaked at $221K in Q1 2019. 133 funds tracked by Wall St. Rank hold JPIN as of Q3 2019.

  • Wealthquest reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Wealthquest sold 4,011 JPMorgan Diversified Return International Equity ETF shares in Q3 2019, an estimated $218K.
  • Wealthquest first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2018 and held it in 3 quarters.
  • Wealthquest's JPMorgan Diversified Return International Equity ETF position peaked at $221K in Q1 2019.
  • 133 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2019.

Based on Wealthquest's 13F filing for Q3 2019, filed 18 Oct 2019.