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

Lloyd 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
2026 Q2	–	Sell	-79	Closed	-$5.63K	–	830
2026 Q1	$5.63K	Buy	+79	New	+$5.7K	﹤0.01%	544
2020 Q2	–	Sell	-66	Closed	-$3K	–	331
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	203
2019 Q4	$4K	Buy	+66	New	+$3.65K	﹤0.01%	260

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

Lloyd Advisory Services's JPIN Position: Q2 2026 in Review

Lloyd Advisory Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2026, closing a stake of 79 shares — an estimated $5.63K sold.

Lloyd Advisory Services first reported a position in JPIN in Q4 2019 and held it in 3 quarters. The position peaked at $5.63K in Q1 2026. 108 funds tracked by Wall St. Rank hold JPIN as of Q2 2026.

Lloyd Advisory Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 79 JPMorgan Diversified Return International Equity ETF shares in Q2 2026, an estimated $5.63K.
Lloyd Advisory Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's JPMorgan Diversified Return International Equity ETF position peaked at $5.63K in Q1 2026.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.