AWC
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Adamsbrown Wealth Consultants’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Adamsbrown Wealth Consultants’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 		$3.15M Sell
65,231
-2,342
-3% -$113K 0.59% 27
2026
Q1 		$3.23M Sell
67,573
-3,616
-5% -$176K 0.85% 23
2025
Q4 		$3.47M Sell
71,189
-748
-1% -$36.6K 0.97% 20
2025
Q3 		$3.53M Sell
71,937
-5,583
-7% -$272K 0.97% 19
2025
Q2 		$3.77M Sell
77,520
-12,940
-14% -$621K 1.09% 15
2025
Q1 		$4.33M Sell
90,460
-2,268
-2% -$108K 1.36% 15
2024
Q4 		$4.38M Sell
92,728
-248,149
-73% -$11.9M 1.49% 14
2024
Q3 		$16.6M Buy
340,877
+19,016
+6% +$912K 5.76% 6
2024
Q2 		$15.2M Buy
321,861
+10,170
+3% +$479K 5.9% 7
2024
Q1 		$14.8M Buy
311,691
+12,413
+4% +$590K 6.01% 8
2023
Q4 		$14.3M Buy
299,278
+16,649
+6% +$767K 6.22% 6
2023
Q3 		$12.9M Buy
282,629
+21,822
+8% +$1.01M 6.33% 6
2023
Q2 		$12.2M Buy
260,807
+38,645
+17% +$1.82M 6.42% 4
2023
Q1 		$10.5M Buy
222,162
+15,063
+7% +$708K 6.06% 4
2022
Q4 		$9.52M Sell
207,099
-16,093
-7% -$730K 5.78% 5
2022
Q3 		$9.93M Buy
223,192
+33,473
+18% +$1.53M 7.55% 3
2022
Q2 		$8.53M Buy
189,719
+46,662
+33% +$2.19M 6.71% 2
2022
Q1 		$7M Buy
143,057
+13,784
+11% +$681K 5.54% 4
2021
Q4 		$6.55M Buy
+129,273
New +$6.57M 5.9% 4

Other funds holding JPIB

FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return