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

BBJS Financial 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
2024
Q3 		$4.29M Buy
88,070
+3,616
+4% +$173K 1.53% 20
2024
Q2 		$3.98M Buy
84,454
+230
+0.3% +$10.8K 1.48% 19
2024
Q1 		$4.01M Buy
+84,224
New +$4M 1.43% 20

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
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
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BBJS Financial Advisors's JPIB Position: Q3 2024 in Review

BBJS Financial Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 4.3% in Q3 2024, buying an estimated $173K and bringing the position to 88,070 shares worth $4.29M. The position accounts for 1.53% of the portfolio, ranked #20.

BBJS Financial Advisors first reported a position in JPIB in Q1 2024 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • BBJS Financial Advisors held 88,070 shares of JPMorgan International Bond Opportunities ETF worth $4.29M as of Q3 2024.
  • BBJS Financial Advisors bought 3,616 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $173K.
  • JPMorgan International Bond Opportunities ETF made up 1.53% of BBJS Financial Advisors's portfolio in Q3 2024, its #20 holding.
  • BBJS Financial Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.