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Capital Analysts LLC’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Capital Analysts 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
2026
Q1 		$310K Buy
6,491
+3,015
+87% +$147K 0.01% 553
2025
Q4 		$169K Buy
3,476
+120
+4% +$5.87K ﹤0.01% 650
2025
Q3 		$165K Buy
3,356
+398
+13% +$19.4K ﹤0.01% 622
2025
Q2 		$143K Buy
2,958
+328
+12% +$15.7K ﹤0.01% 598
2025
Q1 		$126K Buy
2,630
+1,899
+260% +$90.6K ﹤0.01% 598
2024
Q4 		$35K Buy
731
+3
+0.4% +$144 ﹤0.01% 825
2024
Q3 		$35K Buy
728
+3
+0.4% +$144 ﹤0.01% 800
2024
Q2 		$34K Sell
725
-9
-1% -$424 ﹤0.01% 780
2024
Q1 		$35K Buy
734
+27
+4% +$1.28K ﹤0.01% 736
2023
Q4 		$34K Sell
707
-301
-30% -$13.9K ﹤0.01% 729
2023
Q3 		$46K Sell
1,008
-143
-12% -$6.6K ﹤0.01% 622
2023
Q2 		$54K Buy
1,151
+182
+19% +$8.57K ﹤0.01% 567
2023
Q1 		$46K Sell
969
-678
-41% -$31.9K ﹤0.01% 612
2022
Q4 		$76K Buy
1,647
+686
+71% +$31.1K ﹤0.01% 551
2022
Q3 		$43K Buy
961
+59
+7% +$2.7K ﹤0.01% 592
2022
Q2 		$41K Buy
902
+6
+0.7% +$281 ﹤0.01% 593
2022
Q1 		$44K Sell
896
-756
-46% -$37.4K ﹤0.01% 570
2021
Q4 		$84K Buy
1,652
+280
+20% +$14.2K 0.01% 479
2021
Q3 		$71K Sell
1,372
-83
-6% -$4.27K ﹤0.01% 524
2021
Q2 		$75K Buy
1,455
+513
+54% +$26.4K 0.01% 504
2021
Q1 		$48K Buy
942
+464
+97% +$23.9K ﹤0.01% 593
2020
Q4 		$25K Buy
478
+45
+10% +$2.3K ﹤0.01% 488
2020
Q3 		$22K Buy
433
+29
+7% +$1.47K ﹤0.01% 494
2020
Q2 		$20K Buy
404
+4
+1% +$193 ﹤0.01% 473
2020
Q1 		$19K Buy
+400
New +$19.8K ﹤0.01% 453

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Capital Analysts LLC's JPIB Position: Q1 2026 in Review

Capital Analysts LLC increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 87% in Q1 2026, buying an estimated $147K and bringing the position to 6,491 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #553.

Capital Analysts LLC first reported a position in JPIB in Q1 2020 and has held it in 25 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Capital Analysts LLC held 6,491 shares of JPMorgan International Bond Opportunities ETF worth $310K as of Q1 2026.
  • Capital Analysts LLC bought 3,015 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $147K.
  • JPMorgan International Bond Opportunities ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #553 holding.
  • Capital Analysts LLC first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2020 and has held it in 25 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.