Capital Investment Advisory Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Capital Investment Advisory Services’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
2025 Q4	–	Sell	-129	Closed	-$8.59K	–	1192
2025 Q3	$8.59K	Buy	+129	New	+$8.45K	﹤0.01%	978
2025 Q1	–	Sell	-170	Closed	-$9.11K	–	1018
2024 Q4	$9.11K	Sell	170 -177	-51%	-$10K	﹤0.01%	817
2024 Q3	$20.8K	Hold	347	–	–	﹤0.01%	787
2024 Q2	$19.2K	Hold	347	–	–	﹤0.01%	771
2024 Q1	$19.5K	Hold	347	–	–	﹤0.01%	759
2023 Q4	$18.8K	Hold	347	–	–	﹤0.01%	774
2023 Q3	$17.5K	Hold	347	–	–	﹤0.01%	739
2023 Q2	$18K	Hold	347	–	–	﹤0.01%	704
2023 Q1	$18.2K	Hold	347	–	–	﹤0.01%	696
2022 Q4	$17.1K	Hold	347	–	–	﹤0.01%	705
2022 Q3	$15K	Sell	347 -13	-4%	-$627	﹤0.01%	664
2022 Q2	$18K	Hold	360	–	–	﹤0.01%	672
2022 Q1	$20K	Hold	360	–	–	﹤0.01%	697
2021 Q4	$21K	Sell	360 -27	-7%	-$1.63K	﹤0.01%	671
2021 Q3	$23K	Sell	387 -47	-11%	-$2.94K	﹤0.01%	619
2021 Q2	$27K	Sell	434 -65	-13%	-$4.09K	﹤0.01%	631
2021 Q1	$30K	Buy	+499	New	+$30.1K	﹤0.01%	579

Other funds holding JPIN

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisory Services's JPIN Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2025, closing a stake of 129 shares — an estimated $8.59K sold.

Capital Investment Advisory Services first reported a position in JPIN in Q1 2021 and held it in 17 quarters. The position peaked at $30K in Q1 2021. 106 funds tracked by Wall St. Rank hold JPIN as of Q4 2025.

Capital Investment Advisory Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 129 JPMorgan Diversified Return International Equity ETF shares in Q4 2025, an estimated $8.59K.
Capital Investment Advisory Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2021 and held it in 17 quarters.
Capital Investment Advisory Services's JPMorgan Diversified Return International Equity ETF position peaked at $30K in Q1 2021.
106 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.