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

Allworth Financial’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	$77.8K	Sell	1,626 -2,466	-60%	-$120K	﹤0.01%	2017
2025 Q4	$199K	Buy	+4,092	New	+$200K	﹤0.01%	1344
2022 Q3	–	Sell	-4,161	Closed	-$187K	–	2879
2022 Q2	$187K	Hold	4,161	–	–	﹤0.01%	568
2022 Q1	$204K	Hold	4,161	–	–	﹤0.01%	547
2021 Q4	$211K	Hold	4,161	–	–	﹤0.01%	519
2021 Q3	$214K	Hold	4,161	–	–	﹤0.01%	470
2021 Q2	$214K	Hold	4,161	–	–	﹤0.01%	368
2021 Q1	$213K	Hold	4,161	–	–	﹤0.01%	344
2020 Q4	$216K	Sell	4,161 -67	-2%	-$3.43K	0.01%	272
2020 Q3	$213K	Hold	4,228	–	–	0.01%	234
2020 Q2	$210K	Buy	4,228 +4,161	+6,210%	+$201K	0.01%	235
2020 Q1	$3K	Hold	67	–	–	﹤0.01%	984
2019 Q4	$3K	Hold	67	–	–	﹤0.01%	851
2019 Q3	$3K	Hold	67	–	–	﹤0.01%	762
2019 Q2	$3K	Buy	+67	New	+$3.33K	﹤0.01%	756

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

Allworth Financial's JPIB Position: Q1 2026 in Review

Allworth Financial reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 60% in Q1 2026, selling an estimated $120K and leaving 1,626 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Allworth Financial first reported a position in JPIB in Q2 2019 and has held it in 15 quarters since. The position peaked at $216K in Q4 2020. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

Allworth Financial held 1,626 shares of JPMorgan International Bond Opportunities ETF worth $77.8K as of Q1 2026.
Allworth Financial sold 2,466 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $120K.
JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2017 holding.
Allworth Financial first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2019 and has held it in 15 quarters since.
Allworth Financial's JPMorgan International Bond Opportunities ETF position peaked at $216K in Q4 2020.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.