Advocacy Wealth Management Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Advocacy Wealth Management Services’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
2025 Q3	–	Sell	-4,548	Closed	-$221K	–	144
2025 Q2	$221K	Buy	+4,548	New	+$218K	0.01%	60
2025 Q1	–	Sell	-4,824	Closed	-$228K	–	59
2024 Q4	$228K	Sell	4,824 -751	-13%	-$35.9K	0.02%	53
2024 Q3	$271K	Buy	5,575 +554	+11%	+$26.6K	0.02%	49
2024 Q2	$237K	Buy	+5,021	New	+$237K	0.02%	51

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advocacy Wealth Management Services's JPIB Position: Q3 2025 in Review

Advocacy Wealth Management Services sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 4,548 shares — an estimated $221K sold.

Advocacy Wealth Management Services first reported a position in JPIB in Q2 2024 and held it in 4 quarters. The position peaked at $271K in Q3 2024. 186 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

Advocacy Wealth Management Services reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Advocacy Wealth Management Services sold 4,548 JPMorgan International Bond Opportunities ETF shares in Q3 2025, an estimated $221K.
Advocacy Wealth Management Services first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2024 and held it in 4 quarters.
Advocacy Wealth Management Services's JPMorgan International Bond Opportunities ETF position peaked at $271K in Q3 2024.
186 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2025, filed 14 Nov 2025.