Cary Street Partners Asset Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Cary Street Partners Asset Management’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
2024 Q3	$1.28M	Buy	26,395 +3,082	+13%	+$148K	0.17%	107
2024 Q2	$1.1M	Buy	23,313 +4,222	+22%	+$199K	0.16%	111
2024 Q1	$909K	Buy	19,091 +2,873	+18%	+$137K	0.14%	114
2023 Q4	$775K	Buy	16,218 +7,183	+80%	+$331K	0.13%	115
2023 Q3	$411K	Buy	9,035 +3,000	+50%	+$138K	0.08%	153
2023 Q2	$281K	Buy	6,035 +5,586	+1,244%	+$263K	0.05%	174
2023 Q1	$21.3K	Sell	449 -2,273	-84%	-$107K	﹤0.01%	298
2022 Q4	$125K	Buy	+2,722	New	+$123K	0.03%	205

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cary Street Partners Asset Management's JPIB Position: Q3 2024 in Review

Cary Street Partners Asset Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 13% in Q3 2024, buying an estimated $148K and bringing the position to 26,395 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #107.

Cary Street Partners Asset Management first reported a position in JPIB in Q4 2022 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

Cary Street Partners Asset Management held 26,395 shares of JPMorgan International Bond Opportunities ETF worth $1.28M as of Q3 2024.
Cary Street Partners Asset Management bought 3,082 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $148K.
JPMorgan International Bond Opportunities ETF made up 0.17% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #107 holding.
Cary Street Partners Asset Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and has held it in 8 quarters since.
113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.