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

Other funds holding JPIB

APP

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

MCM

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

FWA

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

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Atria Wealth Solutions's JPIB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2025, closing a stake of 5,378 shares — an estimated $258K sold.

Atria Wealth Solutions first reported a position in JPIB in Q2 2023 and held it in 5 quarters. The position peaked at $719K in Q2 2023. 159 funds tracked by Wall St. Rank hold JPIB as of Q2 2025.

Atria Wealth Solutions reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,378 JPMorgan International Bond Opportunities ETF shares in Q2 2025, an estimated $258K.
Atria Wealth Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and held it in 5 quarters.
Atria Wealth Solutions's JPMorgan International Bond Opportunities ETF position peaked at $719K in Q2 2023.
159 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.