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Capstone Wealth Management Group (Oregon)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$565K Buy
11,687
+25
+0.2% +$1.2K 0.34% 67
2026
Q1 		$558K Buy
11,662
+3,750
+47% +$183K 0.34% 65
2025
Q4 		$385K Buy
+7,912
New +$387K 0.23% 80

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Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s JPIB Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.21% in Q2 2026, buying an estimated $1.2K and bringing the position to 11,687 shares worth $565K. The position accounts for 0.34% of the portfolio, ranked #67.

Capstone Wealth Management Group (Oregon) first reported a position in JPIB in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 11,687 shares of JPMorgan International Bond Opportunities ETF worth $565K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) bought 25 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $1.2K.
  • JPMorgan International Bond Opportunities ETF made up 0.34% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #67 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.