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Action Point Financial Planning’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Action Point Financial Planning’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
Q2 		$60.1K Buy
+1,244
New +$59.8K 0.01% 757

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's JPIB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026: 1,244 shares worth $60.1K. The stake represents 0.01% of the portfolio and ranks #757 among its holdings.

245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Action Point Financial Planning held 1,244 shares of JPMorgan International Bond Opportunities ETF worth $60.1K as of Q2 2026.
  • JPMorgan International Bond Opportunities ETF was a new Action Point Financial Planning position in Q2 2026.
  • JPMorgan International Bond Opportunities ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #757 holding.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.