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Bogart Wealth LLC’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-200
Closed -$9.2K – 1166
2022
Q4 		$9.2K Buy
+200
New +$9.07K ﹤0.01% 565

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Bogart Wealth LLC's JPIB Position: Q1 2023 in Review

Bogart Wealth LLC sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2023, closing a stake of 200 shares — an estimated $9.2K sold.

Bogart Wealth LLC first reported a position in JPIB in Q4 2022 and held it in 1 quarter. The position peaked at $9.2K in Q4 2022. 85 funds tracked by Wall St. Rank hold JPIB as of Q1 2023.

  • Bogart Wealth LLC reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 200 JPMorgan International Bond Opportunities ETF shares in Q1 2023, an estimated $9.2K.
  • Bogart Wealth LLC first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's JPMorgan International Bond Opportunities ETF position peaked at $9.2K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.