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 Q2	–	Sell	-155,997	Closed	-$7.46M	–	40
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 $4.02B AUM 20% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

AllGen Financial Advisors's JPIB Position: Q2 2026 in Review

AllGen Financial Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026, closing a stake of 155,997 shares — an estimated $7.46M sold.

AllGen Financial Advisors first reported a position in JPIB in Q2 2025 and held it in 4 quarters. The position peaked at $7.46M in Q1 2026. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

AllGen Financial Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2026 after selling out during the quarter.
AllGen Financial Advisors sold 155,997 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $7.46M.
AllGen Financial Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and held it in 4 quarters.
AllGen Financial Advisors's JPMorgan International Bond Opportunities ETF position peaked at $7.46M in Q1 2026.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.