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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
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

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Apella Capital's JPIB Position: Q2 2026 in Review

Apella Capital increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 7.2% in Q2 2026, buying an estimated $1.43M and bringing the position to 441,355 shares worth $21.3M. The position accounts for 0.3% of the portfolio, ranked #67.

Apella Capital first reported a position in JPIB in Q2 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Apella Capital held 441,355 shares of JPMorgan International Bond Opportunities ETF worth $21.3M as of Q2 2026.
  • Apella Capital bought 29,792 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $1.43M.
  • JPMorgan International Bond Opportunities ETF made up 0.3% of Apella Capital's portfolio in Q2 2026, its #67 holding.
  • Apella Capital first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.