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

Ancora 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
2023
Q4 		– Sell
-85
Closed -$3.87K – 1799
2023
Q3 		$3.87K Hold
85
– – ﹤0.01% 1421
2023
Q2 		$3.96K Sell
85
-185
-69% -$8.71K ﹤0.01% 1417
2023
Q1 		$12.8K Hold
270
– – ﹤0.01% 1224
2022
Q4 		$12K Hold
270
– – ﹤0.01% 1293
2022
Q3 		$12K Hold
270
– – ﹤0.01% 1450
2022
Q2 		$12K Hold
270
– – ﹤0.01% 1550
2022
Q1 		$13K Hold
270
– – ﹤0.01% 1660
2021
Q4 		$14K Hold
270
– – ﹤0.01% 1684
2021
Q3 		$14K Hold
270
– – ﹤0.01% 1587
2021
Q2 		$14K Hold
270
– – ﹤0.01% 1447
2021
Q1 		$14K Buy
+270
New +$13.9K ﹤0.01% 1383

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ancora Advisors's JPIB Position: Q4 2023 in Review

Ancora Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2023, closing a stake of 85 shares — an estimated $3.87K sold.

Ancora Advisors first reported a position in JPIB in Q1 2021 and held it in 11 quarters. The position peaked at $14K in Q4 2021. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

  • Ancora Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Ancora Advisors sold 85 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $3.87K.
  • Ancora Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2021 and held it in 11 quarters.
  • Ancora Advisors's JPMorgan International Bond Opportunities ETF position peaked at $14K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.