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Atria Wealth Solutions’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-5,378
Closed -$258K – 1710
2025
Q1 		$258K Buy
+5,378
New +$257K ﹤0.01% 1570
2024
Q3 		– Sell
-8,693
Closed -$410K – 1987
2024
Q2 		$410K Buy
8,693
+2,123
+32% +$100K ﹤0.01% 1332
2024
Q1 		$313K Buy
6,570
+1,229
+23% +$58.4K ﹤0.01% 1531
2023
Q4 		$255K Buy
+5,341
New +$246K ﹤0.01% 1615
2023
Q3 		– Sell
-15,427
Closed -$719K – 1923
2023
Q2 		$719K Buy
+15,427
New +$726K 0.01% 993

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APP
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MCM
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FWA
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Bank of America
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Jane Street
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GFG
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Raymond James Financial
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LPL Financial
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Morgan Stanley
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HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return