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Berger Financial Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Berger Financial Group’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 		$1.65M Sell
34,127
-570
-2% -$27.4K 0.08% 170
2026
Q1 		$1.66M Buy
34,697
+2,161
+7% +$105K 0.09% 162
2025
Q4 		$1.58M Buy
32,536
+1,050
+3% +$51.4K 0.09% 167
2025
Q3 		$1.54M Buy
31,486
+2,500
+9% +$122K 0.09% 167
2025
Q2 		$1.41M Buy
28,986
+7,160
+33% +$344K 0.09% 165
2025
Q1 		$1.05M Sell
21,826
-3,105
-12% -$148K 0.07% 186
2024
Q4 		$1.18M Buy
+24,931
New +$1.19M 0.08% 165

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
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Berger Financial Group's JPIB Position: Q2 2026 in Review

Berger Financial Group reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.6% in Q2 2026, selling an estimated $27.4K and leaving 34,127 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #170.

Berger Financial Group first reported a position in JPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 169 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Berger Financial Group held 34,127 shares of JPMorgan International Bond Opportunities ETF worth $1.65M as of Q2 2026.
  • Berger Financial Group sold 570 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $27.4K.
  • JPMorgan International Bond Opportunities ETF made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #170 holding.
  • Berger Financial Group first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • Berger Financial Group's JPMorgan International Bond Opportunities ETF position peaked at $1.66M in Q1 2026.
  • 169 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

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