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Aviso Financial’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Aviso Financial’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 		– Sell
-2,486
Closed -$121K – 364
2025
Q4 		$121K Hold
2,486
– – ﹤0.01% 231
2025
Q3 		$122K Sell
2,486
-454
-15% -$22.1K 0.01% 241
2025
Q2 		$143K Buy
+2,940
New +$141K 0.01% 237

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
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

Aviso Financial's JPIB Position: Q1 2026 in Review

Aviso Financial sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2026, closing a stake of 2,486 shares — an estimated $121K sold.

Aviso Financial first reported a position in JPIB in Q2 2025 and held it in 3 quarters. The position peaked at $143K in Q2 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Aviso Financial reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 2,486 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $121K.
  • Aviso Financial first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and held it in 3 quarters.
  • Aviso Financial's JPMorgan International Bond Opportunities ETF position peaked at $143K in Q2 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.