Berman Capital Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$26K	Buy	439 +4	+0.9%	+$250	﹤0.01%	897
2021 Q2	$27K	Buy	435 +4	+0.9%	+$252	﹤0.01%	794
2021 Q1	$26K	Buy	+431	New	+$26K	0.01%	702

Other funds holding JPIN

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Berman Capital Advisors's JPIN Position: Q3 2021 in Review

Berman Capital Advisors increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 0.92% in Q3 2021, buying an estimated $250 and bringing the position to 439 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Berman Capital Advisors first reported a position in JPIN in Q1 2021 and has held it in 3 quarters since. The position peaked at $27K in Q2 2021. 113 funds tracked by Wall St. Rank hold JPIN as of Q3 2021.

Berman Capital Advisors held 439 shares of JPMorgan Diversified Return International Equity ETF worth $26K as of Q3 2021.
Berman Capital Advisors bought 4 JPMorgan Diversified Return International Equity ETF shares in Q3 2021, an estimated $250.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #897 holding.
Berman Capital Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2021 and has held it in 3 quarters since.
Berman Capital Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $27K in Q2 2021.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.