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Balanced Rock Investment Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Balanced Rock Investment 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
2026
Q2 		$1.46M Buy
30,284
+1,960
+7% +$94.3K 0.91% 32
2026
Q1 		$1.35M Buy
28,324
+850
+3% +$41.4K 0.95% 32
2025
Q4 		$1.34M Buy
27,474
+1,144
+4% +$56K 0.95% 34
2025
Q3 		$1.29M Buy
26,330
+2,636
+11% +$128K 0.94% 34
2025
Q2 		$1.15M Buy
+23,694
New +$1.14M 0.9% 34

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Balanced Rock Investment Advisors's JPIB Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 6.9% in Q2 2026, buying an estimated $94.3K and bringing the position to 30,284 shares worth $1.46M. The position accounts for 0.91% of the portfolio, ranked #32.

Balanced Rock Investment Advisors first reported a position in JPIB in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Balanced Rock Investment Advisors held 30,284 shares of JPMorgan International Bond Opportunities ETF worth $1.46M as of Q2 2026.
  • Balanced Rock Investment Advisors bought 1,960 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $94.3K.
  • JPMorgan International Bond Opportunities ETF made up 0.91% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Balanced Rock Investment Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.