CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

CAPTRUST Financial Advisors’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 		$7.61M Sell
157,488
-51,786
-25% -$2.49M 0.01% 656
2026
Q1 		$10M Buy
209,274
+56,464
+37% +$2.75M 0.02% 542
2025
Q4 		$7.44M Sell
152,810
-19,298
-11% -$944K 0.01% 560
2025
Q3 		$8.44M Buy
172,108
+1,514
+0.9% +$73.7K 0.02% 514
2025
Q2 		$8.29M Buy
170,594
+88,116
+107% +$4.23M 0.02% 501
2025
Q1 		$3.95M Sell
82,478
-2,710
-3% -$129K 0.01% 653
2024
Q4 		$4.03M Buy
85,188
+8,064
+10% +$386K 0.01% 596
2024
Q3 		$3.75M Buy
77,124
+2,872
+4% +$138K 0.01% 608
2024
Q2 		$3.5M Sell
74,252
-44,414
-37% -$2.09M 0.01% 607
2024
Q1 		$5.65M Sell
118,666
-36,004
-23% -$1.71M 0.02% 458
2023
Q4 		$7.39M Sell
154,670
-11,086
-7% -$511K 0.03% 439
2023
Q3 		$7.54M Buy
165,756
+6,332
+4% +$292K 0.03% 394
2023
Q2 		$7.43M Buy
+159,424
New +$7.5M 0.03% 381
2022
Q3 		– Sell
-7
Closed – – 3087
2022
Q2 		$0 Hold
7
– – ﹤0.01% 5035
2022
Q1 		$0 Buy
+7
New +$346 ﹤0.01% 5027

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
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 $103B AUM 28.65% 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

CAPTRUST Financial Advisors's JPIB Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 25% in Q2 2026, selling an estimated $2.49M and leaving 157,488 shares worth $7.61M. The position accounts for 0.01% of the portfolio, ranked #656.

CAPTRUST Financial Advisors first reported a position in JPIB in Q1 2022 and has held it in 15 quarters since. The position peaked at $10M in Q1 2026. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • CAPTRUST Financial Advisors held 157,488 shares of JPMorgan International Bond Opportunities ETF worth $7.61M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 51,786 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $2.49M.
  • JPMorgan International Bond Opportunities ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #656 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2022 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's JPMorgan International Bond Opportunities ETF position peaked at $10M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.