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Briaud Financial Planning’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-11
Closed – – 198
2025
Q2 		$0 Buy
+11
New +$528 ﹤0.01% 360

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Briaud Financial Planning's JPIB Position: Q3 2025 in Review

Briaud Financial Planning sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 11 shares.

Briaud Financial Planning first reported a position in JPIB in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 185 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

  • Briaud Financial Planning reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 11 JPMorgan International Bond Opportunities ETF shares in Q3 2025.
  • Briaud Financial Planning first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's JPMorgan International Bond Opportunities ETF position peaked at $0 in Q2 2025.
  • 185 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.