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

Beaumont 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
2026 Q2	$299K	Hold	6,180	–	–	0.02%	313
2026 Q1	$296K	Hold	6,180	–	–	0.02%	298
2025 Q4	$301K	Hold	6,180	–	–	0.02%	296
2025 Q3	$303K	Hold	6,180	–	–	0.02%	311
2025 Q2	$300K	Hold	6,180	–	–	0.02%	294
2025 Q1	$296K	Hold	6,180	–	–	0.02%	291
2024 Q4	$292K	Hold	6,180	–	–	0.02%	298
2024 Q3	$301K	Hold	6,180	–	–	0.02%	274
2024 Q2	$291K	Hold	6,180	–	–	0.02%	282
2024 Q1	$294K	Hold	6,180	–	–	0.02%	281
2023 Q4	$295K	Hold	6,180	–	–	0.03%	265
2023 Q3	$281K	Hold	6,180	–	–	0.03%	259
2023 Q2	$288K	Hold	6,180	–	–	0.03%	270
2023 Q1	$293K	Hold	6,180	–	–	0.03%	253
2022 Q4	$284K	Hold	6,180	–	–	0.03%	260
2022 Q3	$275K	Hold	6,180	–	–	0.03%	256
2022 Q2	$278K	Hold	6,180	–	–	0.02%	258
2022 Q1	$302K	Hold	6,180	–	–	0.02%	278
2021 Q4	$313K	Hold	6,180	–	–	0.02%	270
2021 Q3	$318K	Hold	6,180	–	–	0.02%	266
2021 Q2	$318K	Hold	6,180	–	–	0.02%	284
2021 Q1	$317K	Hold	6,180	–	–	0.03%	264
2020 Q4	$321K	Hold	6,180	–	–	0.03%	252
2020 Q3	$311K	Hold	6,180	–	–	0.03%	255
2020 Q2	$307K	Buy	6,180 +66	+1%	+$3.18K	0.03%	231
2020 Q1	$288K	Buy	+6,114	New	+$302K	0.04%	191

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beaumont Financial Advisors's JPIB Position: Q2 2026 in Review

Beaumont Financial Advisors held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q2 2026 at 6,180 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #313.

Beaumont Financial Advisors first reported a position in JPIB in Q1 2020 and has held it in 26 quarters since. The position peaked at $321K in Q4 2020. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Beaumont Financial Advisors held 6,180 shares of JPMorgan International Bond Opportunities ETF worth $299K as of Q2 2026.
Beaumont Financial Advisors left its JPMorgan International Bond Opportunities ETF share count unchanged in Q2 2026.
JPMorgan International Bond Opportunities ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #313 holding.
Beaumont Financial Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
Beaumont Financial Advisors's JPMorgan International Bond Opportunities ETF position peaked at $321K in Q4 2020.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.