Broadway Wealth Solutions’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Broadway Wealth Solutions’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 Q3	$8.43M	Buy	180,447 +14,820	+9%	+$707K	3.78%	6
2026 Q2	$8.01M	Buy	165,627 +12,896	+8%	+$620K	3.74%	6
2026 Q1	$7.3M	Buy	152,731 +11,386	+8%	+$555K	3.78%	5
2025 Q4	$6.88M	Buy	141,345 +7,858	+6%	+$384K	3.68%	5
2025 Q3	$6.54M	Buy	133,487 +12,291	+10%	+$599K	3.67%	5
2025 Q2	$5.89M	Buy	121,196 +10,950	+10%	+$525K	3.67%	5
2025 Q1	$5.28M	Buy	110,246 +9,530	+9%	+$455K	3.85%	5
2024 Q4	$4.76M	Buy	+100,716	New	+$4.82M	3.61%	5

Other funds holding JPIB

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Broadway Wealth Solutions's JPIB Position: Q3 2026 in Review

Broadway Wealth Solutions increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8.9% in Q3 2026, buying an estimated $707K and bringing the position to 180,447 shares worth $8.43M. The position accounts for 3.78% of the portfolio, ranked #6.

Broadway Wealth Solutions first reported a position in JPIB in Q4 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Broadway Wealth Solutions held 180,447 shares of JPMorgan International Bond Opportunities ETF worth $8.43M as of Q3 2026.
Broadway Wealth Solutions bought 14,820 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $707K.
JPMorgan International Bond Opportunities ETF made up 3.78% of Broadway Wealth Solutions's portfolio in Q3 2026, its #6 holding.
Broadway Wealth Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.