Atlas Private Wealth Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Atlas Private Wealth 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
2025 Q3	–	Sell	-6,454	Closed	-$314K	–	169
2025 Q2	$314K	Buy	6,454 +456	+8%	+$21.9K	0.04%	153
2025 Q1	$287K	Sell	5,998 -952	-14%	-$45.4K	0.04%	147
2024 Q4	$328K	Sell	6,950 -1,054	-13%	-$50.4K	0.05%	123
2024 Q3	$389K	Buy	8,004 +336	+4%	+$16.1K	0.06%	107
2024 Q2	$361K	Buy	+7,668	New	+$361K	0.06%	109
2024 Q1	–	Sell	-5,358	Closed	-$256K	–	142
2023 Q4	$256K	Sell	5,358 -1,728	-24%	-$79.6K	0.05%	137
2023 Q3	$322K	Buy	7,086 +388	+6%	+$17.9K	0.06%	139
2023 Q2	$312K	Buy	+6,698	New	+$315K	0.06%	141

Other funds holding JPIB

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

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