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AllGen Financial Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

AllGen Financial Advisors’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 		$7.46M Buy
155,997
+6,509
+4% +$317K 1.77% 16
2025
Q4 		$7.28M Buy
149,488
+8,537
+6% +$418K 1.73% 14
2025
Q3 		$6.91M Buy
140,951
+67,363
+92% +$3.28M 1.7% 14
2025
Q2 		$3.58M Buy
+73,588
New +$3.53M 0.96% 20

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 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 $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 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 $5.8B AUM 14.71% 1-Year Est. Return

AllGen Financial Advisors's JPIB Position: Q1 2026 in Review

AllGen Financial Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 4.4% in Q1 2026, buying an estimated $317K and bringing the position to 155,997 shares worth $7.46M. The position accounts for 1.77% of the portfolio, ranked #16.

AllGen Financial Advisors first reported a position in JPIB in Q2 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • AllGen Financial Advisors held 155,997 shares of JPMorgan International Bond Opportunities ETF worth $7.46M as of Q1 2026.
  • AllGen Financial Advisors bought 6,509 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $317K.
  • JPMorgan International Bond Opportunities ETF made up 1.77% of AllGen Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • AllGen Financial Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.