Capital Analysts LLC’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $143K | Buy |
2,958
+328
| +12% | +$15.9K | ﹤0.01% | 598 |
|
2025
Q1 | $126K | Buy |
2,630
+1,899
| +260% | +$91K | ﹤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% | -$422 | ﹤0.01% | 780 |
|
2024
Q1 | $35K | Buy |
734
+27
| +4% | +$1.29K | ﹤0.01% | 735 |
|
2023
Q4 | $34K | Sell |
707
-301
| -30% | -$14.5K | ﹤0.01% | 729 |
|
2023
Q3 | $46K | Sell |
1,008
-143
| -12% | -$6.53K | ﹤0.01% | 622 |
|
2023
Q2 | $54K | Buy |
1,151
+182
| +19% | +$8.54K | ﹤0.01% | 567 |
|
2023
Q1 | $46K | Sell |
969
-678
| -41% | -$32.2K | ﹤0.01% | 612 |
|
2022
Q4 | $76K | Buy |
1,647
+686
| +71% | +$31.7K | ﹤0.01% | 551 |
|
2022
Q3 | $43K | Buy |
961
+59
| +7% | +$2.64K | ﹤0.01% | 592 |
|
2022
Q2 | $41K | Buy |
902
+6
| +0.7% | +$273 | ﹤0.01% | 593 |
|
2022
Q1 | $44K | Sell |
896
-756
| -46% | -$37.1K | ﹤0.01% | 570 |
|
2021
Q4 | $84K | Buy |
1,652
+280
| +20% | +$14.2K | 0.01% | 479 |
|
2021
Q3 | $71K | Sell |
1,372
-83
| -6% | -$4.3K | ﹤0.01% | 524 |
|
2021
Q2 | $75K | Buy |
1,455
+513
| +54% | +$26.4K | 0.01% | 504 |
|
2021
Q1 | $48K | Buy |
942
+464
| +97% | +$23.6K | ﹤0.01% | 593 |
|
2020
Q4 | $25K | Buy |
478
+45
| +10% | +$2.35K | ﹤0.01% | 488 |
|
2020
Q3 | $22K | Buy |
433
+29
| +7% | +$1.47K | ﹤0.01% | 494 |
|
2020
Q2 | $20K | Buy |
404
+4
| +1% | +$198 | ﹤0.01% | 473 |
|
2020
Q1 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 453 |
|