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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
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

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Broadway Wealth Solutions's JPIB Position: Q2 2026 in Review

Broadway Wealth Solutions increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8.4% in Q2 2026, buying an estimated $620K and bringing the position to 165,627 shares worth $8.01M. The position accounts for 3.74% of the portfolio, ranked #6.

Broadway Wealth Solutions first reported a position in JPIB in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Broadway Wealth Solutions held 165,627 shares of JPMorgan International Bond Opportunities ETF worth $8.01M as of Q2 2026.
  • Broadway Wealth Solutions bought 12,896 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $620K.
  • JPMorgan International Bond Opportunities ETF made up 3.74% of Broadway Wealth Solutions's portfolio in Q2 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 7 quarters since.
  • 54 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.