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

Bartlett & Co’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
2023
Q4 		$0 Buy
7
+2
+40% +$92 ﹤0.01% 1231
2023
Q3 		$0 Buy
+5
New +$231 ﹤0.01% 1160

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bartlett & Co's JPIB Position: Q4 2023 in Review

Bartlett & Co increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 40% in Q4 2023, buying an estimated $92 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Bartlett & Co first reported a position in JPIB in Q3 2023 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

  • Bartlett & Co held 7 shares of JPMorgan International Bond Opportunities ETF worth $0 as of Q4 2023.
  • Bartlett & Co bought 2 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $92.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1231 holding.
  • Bartlett & Co first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2023 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.