Brinker Capital Investments’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Brinker Capital Investments’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 Q4	–	Sell	-10,872	Closed	-$495K	–	1714
2023 Q3	$495K	Buy	10,872 +254	+2%	+$11.7K	0.01%	1208
2023 Q2	$495K	Buy	10,618 +2,472	+30%	+$116K	0.01%	1212
2023 Q1	$386K	Buy	+8,146	New	+$383K	﹤0.01%	1248
2020 Q3	–	Sell	-6,031	Closed	-$300K	–	1154
2020 Q2	$300K	Buy	+6,031	New	+$291K	0.01%	283

Other funds holding JPIB

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Brinker Capital Investments's JPIB Position: Q4 2023 in Review

Brinker Capital Investments sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2023, closing a stake of 10,872 shares — an estimated $495K sold.

Brinker Capital Investments first reported a position in JPIB in Q2 2020 and held it in 4 quarters. The position peaked at $495K in Q2 2023. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

Brinker Capital Investments reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 10,872 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $495K.
Brinker Capital Investments first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2020 and held it in 4 quarters.
Brinker Capital Investments's JPMorgan International Bond Opportunities ETF position peaked at $495K in Q2 2023.
109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.