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

Aptus Capital 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
2024
Q2 		– Sell
-167
Closed -$7.95K – 1212
2024
Q1 		$7.95K Buy
+167
New +$7.94K ﹤0.01% 1051

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Aptus Capital Advisors's JPIB Position: Q2 2024 in Review

Aptus Capital Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2024, closing a stake of 167 shares — an estimated $7.95K sold.

Aptus Capital Advisors first reported a position in JPIB in Q1 2024 and held it in 1 quarter. The position peaked at $7.95K in Q1 2024. 119 funds tracked by Wall St. Rank hold JPIB as of Q2 2024.

  • Aptus Capital Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 167 JPMorgan International Bond Opportunities ETF shares in Q2 2024, an estimated $7.95K.
  • Aptus Capital Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and held it in 1 quarter.
  • Aptus Capital Advisors's JPMorgan International Bond Opportunities ETF position peaked at $7.95K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.