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

AssuredPartners Investment 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
2026 Q2	$7.41M	Buy	153,213 +8,727	+6%	+$420K	0.72%	34
2026 Q1	$6.89M	Buy	144,486 +3,076	+2%	+$150K	0.75%	31
2025 Q4	$6.89M	Buy	141,410 +120,732	+584%	+$5.91M	1.02%	21
2025 Q3	$1.01M	Sell	20,678 -4,900	-19%	-$239K	0.23%	92
2025 Q2	$1.24M	Sell	25,578 -53,031	-67%	-$2.54M	0.3%	64
2025 Q1	$3.76M	Buy	78,609 +4,002	+5%	+$191K	0.73%	32
2024 Q4	$3.53M	Buy	+74,607	New	+$3.57M	0.69%	39

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssuredPartners Investment Advisors's JPIB Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 6% in Q2 2026, buying an estimated $420K and bringing the position to 153,213 shares worth $7.41M. The position accounts for 0.72% of the portfolio, ranked #34.

AssuredPartners Investment Advisors first reported a position in JPIB in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

AssuredPartners Investment Advisors held 153,213 shares of JPMorgan International Bond Opportunities ETF worth $7.41M as of Q2 2026.
AssuredPartners Investment Advisors bought 8,727 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $420K.
JPMorgan International Bond Opportunities ETF made up 0.72% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #34 holding.
AssuredPartners Investment Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.