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Bartlett & Co Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Bartlett & Co Wealth Management’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
2024
Q2 		– Sell
-2
Closed -$95 – 1156
2024
Q1 		$95 Sell
2
-5
-71% -$238 ﹤0.01% 1114
2023
Q4 		$336 Buy
7
+2
+40% +$92 ﹤0.01% 1203
2023
Q3 		$227 Buy
+5
New +$231 ﹤0.01% 1145

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Bartlett & Co Wealth Management's JPIB Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2024, closing a stake of 2 shares — an estimated $95 sold.

Bartlett & Co Wealth Management first reported a position in JPIB in Q3 2023 and held it in 3 quarters. The position peaked at $336 in Q4 2023. 119 funds tracked by Wall St. Rank hold JPIB as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2 JPMorgan International Bond Opportunities ETF shares in Q2 2024, an estimated $95.
  • Bartlett & Co Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $336 in Q4 2023.
  • 119 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.