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 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 $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

FWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

AssuredPartners Investment Advisors's JPIB Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 2.2% in Q1 2026, buying an estimated $150K and bringing the position to 144,486 shares worth $6.89M. The position accounts for 0.75% of the portfolio, ranked #31.

AssuredPartners Investment Advisors first reported a position in JPIB in Q4 2024 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

AssuredPartners Investment Advisors held 144,486 shares of JPMorgan International Bond Opportunities ETF worth $6.89M as of Q1 2026.
AssuredPartners Investment Advisors bought 3,076 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $150K.
JPMorgan International Bond Opportunities ETF made up 0.75% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #31 holding.
AssuredPartners Investment Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.