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Advisor Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Advisor Group’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
2019
Q4 		$46K Buy
904
+8
+0.9% +$408 ﹤0.01% 3474
2019
Q3 		$46K Buy
896
+1
+0.1% +$51 ﹤0.01% 3455
2019
Q2 		$46K Buy
895
+650
+265% +$32.3K ﹤0.01% 3425
2019
Q1 		$12K Buy
+245
New +$11.9K ﹤0.01% 4269
2018
Q1 		– Sell
-975
Closed -$50K – 5008
2017
Q4 		$50K Hold
975
– – ﹤0.01% 3083
2017
Q3 		$50K Buy
+975
New +$50K ﹤0.01% 2937

Other funds holding JPIB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Advisor Group's JPIB Position: Q4 2019 in Review

Advisor Group increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.89% in Q4 2019, buying an estimated $408 and bringing the position to 904 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

Advisor Group first reported a position in JPIB in Q3 2017 and has held it in 6 quarters since. The position peaked at $50K in Q4 2017. 42 funds tracked by Wall St. Rank hold JPIB as of Q4 2019.

  • Advisor Group held 904 shares of JPMorgan International Bond Opportunities ETF worth $46K as of Q4 2019.
  • Advisor Group bought 8 JPMorgan International Bond Opportunities ETF shares in Q4 2019, an estimated $408.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3474 holding.
  • Advisor Group first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2017 and has held it in 6 quarters since.
  • Advisor Group's JPMorgan International Bond Opportunities ETF position peaked at $50K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.