Capital Analysts LLC’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Capital Analysts LLC’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
2026 Q2	$107K	Buy	1,476 +19	+1%	+$1.4K	﹤0.01%	827
2026 Q1	$104K	Buy	1,457 +3	+0.2%	+$216	﹤0.01%	788
2025 Q4	$99K	Sell	1,454 -185	-11%	-$12.5K	﹤0.01%	771
2025 Q3	$109K	Buy	1,639 +11	+0.7%	+$720	﹤0.01%	714
2025 Q2	$104K	Buy	1,628 +23	+1%	+$1.4K	﹤0.01%	657
2025 Q1	$92K	Buy	1,605 +5	+0.3%	+$281	﹤0.01%	659
2024 Q4	$86K	Buy	1,600 +30	+2%	+$1.7K	﹤0.01%	641
2024 Q3	$94K	Buy	1,570 +11	+0.7%	+$635	﹤0.01%	591
2024 Q2	$86K	Buy	1,559 +22	+1%	+$1.23K	﹤0.01%	604
2024 Q1	$87K	Buy	1,537 +1	+0.1%	+$54	﹤0.01%	571
2023 Q4	$83K	Buy	1,536 +39	+3%	+$2.01K	﹤0.01%	563
2023 Q3	$76K	Buy	1,497 +414	+38%	+$21.7K	﹤0.01%	533
2023 Q2	$56K	Buy	1,083 +27	+3%	+$1.43K	﹤0.01%	564
2023 Q1	$55K	Sell	1,056 -3,523	-77%	-$182K	﹤0.01%	578
2022 Q4	$226K	Buy	4,579 +4,174	+1,031%	+$196K	0.01%	383
2022 Q3	$17K	Buy	405 +125	+45%	+$6.03K	﹤0.01%	737
2022 Q2	$14K	Buy	+280	New	+$14.9K	﹤0.01%	750

Other funds holding JPIN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Analysts LLC's JPIN Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Diversified Return International Equity ETF (JPIN) stake by 1.3% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,476 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Capital Analysts LLC first reported a position in JPIN in Q2 2022 and has held it in 17 quarters since. The position peaked at $226K in Q4 2022. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Capital Analysts LLC held 1,476 shares of JPMorgan Diversified Return International Equity ETF worth $107K as of Q2 2026.
Capital Analysts LLC bought 19 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $1.4K.
JPMorgan Diversified Return International Equity ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #827 holding.
Capital Analysts LLC first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2022 and has held it in 17 quarters since.
Capital Analysts LLC's JPMorgan Diversified Return International Equity ETF position peaked at $226K in Q4 2022.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.