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

Elm Partners 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
2021
Q4 		– Sell
-319,898
Closed -$20.1M – 34
2021
Q3 		$20.1M Buy
+319,898
New +$20M 2.69% 11

Other funds holding JPIN

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CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Elm Partners Management's JPIN Position: Q4 2021 in Review

Elm Partners Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2021, closing a stake of 319,898 shares — an estimated $20.1M sold.

Elm Partners Management first reported a position in JPIN in Q3 2021 and held it in 1 quarter. The position peaked at $20.1M in Q3 2021. 111 funds tracked by Wall St. Rank hold JPIN as of Q4 2021.

  • Elm Partners Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Elm Partners Management sold 319,898 JPMorgan Diversified Return International Equity ETF shares in Q4 2021, an estimated $20.1M.
  • Elm Partners Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2021 and held it in 1 quarter.
  • Elm Partners Management's JPMorgan Diversified Return International Equity ETF position peaked at $20.1M in Q3 2021.
  • 111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2021.

Based on Elm Partners Management's 13F filing for Q4 2021, filed 21 Jan 2022.