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

APP

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

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

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

FWA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atlas Private Wealth Advisors's JPIB Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 6,454 shares — an estimated $314K sold.

Atlas Private Wealth Advisors first reported a position in JPIB in Q2 2023 and held it in 8 quarters. The position peaked at $389K in Q3 2024. 186 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,454 JPMorgan International Bond Opportunities ETF shares in Q3 2025, an estimated $314K.
Atlas Private Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and held it in 8 quarters.
Atlas Private Wealth Advisors's JPMorgan International Bond Opportunities ETF position peaked at $389K in Q3 2024.
186 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.