Cary Street Partners Investment Advisory’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Cary Street Partners Investment Advisory’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	$3.52M	Buy	72,804 +31,416	+76%	+$1.51M	0.71%	32
2026 Q1	$1.98M	Buy	41,388 +16,336	+65%	+$796K	0.51%	50
2025 Q4	$1.22M	Buy	+25,052	New	+$1.23M	0.33%	80
2024 Q4	–	Sell	-13,290	Closed	-$647K	–	647
2024 Q3	$647K	Buy	13,290 +3,182	+31%	+$153K	0.02%	450
2024 Q2	$476K	Buy	10,108 +2,698	+36%	+$127K	0.02%	484
2024 Q1	$353K	Buy	7,410 +2,730	+58%	+$130K	0.01%	524
2023 Q4	$224K	Buy	4,680 +2,944	+170%	+$136K	0.01%	590
2023 Q3	$79K	Buy	1,736 +1,716	+8,580%	+$79.2K	﹤0.01%	762
2023 Q2	$932	Hold	20	–	–	﹤0.01%	1660
2023 Q1	$947	Hold	20	–	–	﹤0.01%	1576
2022 Q4	$920	Buy	+20	New	+$907	﹤0.01%	1591

Other funds holding JPIB

APP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Cary Street Partners Investment Advisory's JPIB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 76% in Q2 2026, buying an estimated $1.51M and bringing the position to 72,804 shares worth $3.52M. The position accounts for 0.71% of the portfolio, ranked #32.

Cary Street Partners Investment Advisory first reported a position in JPIB in Q4 2022 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Cary Street Partners Investment Advisory held 72,804 shares of JPMorgan International Bond Opportunities ETF worth $3.52M as of Q2 2026.
Cary Street Partners Investment Advisory bought 31,416 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $1.51M.
JPMorgan International Bond Opportunities ETF made up 0.71% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #32 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and has held it in 11 quarters since.
162 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.