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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio JPIB Stock Details JPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,942
Closed -$533K – 74
2025
Q4 		$533K Sell
10,942
-37,544
-77% -$1.84M 0.34% 53
2025
Q3 		$2.38M Buy
+48,486
New +$2.36M 1.49% 13

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RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's JPIB Position: Q1 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2026, closing a stake of 10,942 shares — an estimated $533K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in JPIB in Q3 2025 and held it in 2 quarters. The position peaked at $2.38M in Q3 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 10,942 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $533K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's JPMorgan International Bond Opportunities ETF position peaked at $2.38M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2026, filed 10 Aug 2026.