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Collaborative Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Collaborative Wealth 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
2021
Q4 		$215K Buy
+4,243
New +$216K 0.12% 188

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Collaborative Wealth Management's JPIB Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2021: 4,243 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #188 among its holdings.

67 funds tracked by Wall St. Rank hold JPIB as of Q4 2021.

  • Collaborative Wealth Management held 4,243 shares of JPMorgan International Bond Opportunities ETF worth $215K as of Q4 2021.
  • JPMorgan International Bond Opportunities ETF was a new Collaborative Wealth Management position in Q4 2021.
  • JPMorgan International Bond Opportunities ETF made up 0.12% of Collaborative Wealth Management's portfolio in Q4 2021, its #188 holding.
  • 67 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.