BWG
JPIB icon

Beta Wealth Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Beta Wealth 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
Q1 		$1.91M Sell
39,967
-20,757
-34% -$1.01M 0.79% 31
2025
Q4 		$2.96M Sell
60,724
-595
-1% -$29.1K 1.19% 23
2025
Q3 		$3.01M Buy
+61,319
New +$2.99M 1.19% 23

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Beta Wealth Group's JPIB Position: Q1 2026 in Review

Beta Wealth Group reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 34% in Q1 2026, selling an estimated $1.01M and leaving 39,967 shares worth $1.91M. The position accounts for 0.79% of the portfolio, ranked #31.

Beta Wealth Group first reported a position in JPIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.01M in Q3 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Beta Wealth Group held 39,967 shares of JPMorgan International Bond Opportunities ETF worth $1.91M as of Q1 2026.
  • Beta Wealth Group sold 20,757 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $1.01M.
  • JPMorgan International Bond Opportunities ETF made up 0.79% of Beta Wealth Group's portfolio in Q1 2026, its #31 holding.
  • Beta Wealth Group first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Beta Wealth Group's JPMorgan International Bond Opportunities ETF position peaked at $3.01M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.