Apella Capital’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Apella Capital’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 Q3	$22.4M	Buy	479,229 +37,874	+9%	+$1.81M	0.28%	76
2026 Q2	$21.3M	Buy	441,355 +29,792	+7%	+$1.43M	0.3%	67
2026 Q1	$20M	Buy	411,563 +271,225	+193%	+$13.2M	0.3%	73
2025 Q4	$6.83M	Buy	140,338 +22,763	+19%	+$1.11M	0.14%	117
2025 Q3	$5.77M	Buy	117,575 +106,923	+1,004%	+$5.21M	0.13%	117
2025 Q2	$516K	Buy	+10,652	New	+$511K	0.01%	290

Other funds holding JPIB

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Apella Capital's JPIB Position: Q3 2026 in Review

Apella Capital increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8.6% in Q3 2026, buying an estimated $1.81M and bringing the position to 479,229 shares worth $22.4M. The position accounts for 0.28% of the portfolio, ranked #76.

Apella Capital first reported a position in JPIB in Q2 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Apella Capital held 479,229 shares of JPMorgan International Bond Opportunities ETF worth $22.4M as of Q3 2026.
Apella Capital bought 37,874 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $1.81M.
JPMorgan International Bond Opportunities ETF made up 0.28% of Apella Capital's portfolio in Q3 2026, its #76 holding.
Apella Capital first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.