APSP
JPIB icon

Asset Planning Services (Pennsylvania)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021
Q4 		$216K Buy
4,272
+25
+0.6% +$1.27K 0.1% 71
2021
Q3 		$218K Buy
4,247
+24
+0.6% +$1.24K 0.1% 72
2021
Q2 		$218K Buy
+4,223
New +$217K 0.1% 73

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s JPIB Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.59% in Q4 2021, buying an estimated $1.27K and bringing the position to 4,272 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #71.

Asset Planning Services (Pennsylvania) first reported a position in JPIB in Q2 2021 and has held it in 3 quarters since. The position peaked at $218K in Q3 2021. 68 funds tracked by Wall St. Rank hold JPIB as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 4,272 shares of JPMorgan International Bond Opportunities ETF worth $216K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) bought 25 JPMorgan International Bond Opportunities ETF shares in Q4 2021, an estimated $1.27K.
  • JPMorgan International Bond Opportunities ETF made up 0.1% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #71 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2021 and has held it in 3 quarters since.
  • Asset Planning Services (Pennsylvania)'s JPMorgan International Bond Opportunities ETF position peaked at $218K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.