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Cooper Financial Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Cooper Financial Group’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
2020
Q4 		– Sell
-10,095
Closed -$508K – 299
2020
Q3 		$508K Buy
10,095
+3,556
+54% +$180K 0.15% 102
2020
Q2 		$325K Buy
+6,539
New +$315K 0.11% 137

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Cooper Financial Group's JPIB Position: Q4 2020 in Review

Cooper Financial Group sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2020, closing a stake of 10,095 shares — an estimated $508K sold.

Cooper Financial Group first reported a position in JPIB in Q2 2020 and held it in 2 quarters. The position peaked at $508K in Q3 2020. 47 funds tracked by Wall St. Rank hold JPIB as of Q4 2020.

  • Cooper Financial Group reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2020 after selling out during the quarter.
  • Cooper Financial Group sold 10,095 JPMorgan International Bond Opportunities ETF shares in Q4 2020, an estimated $508K.
  • Cooper Financial Group first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2020 and held it in 2 quarters.
  • Cooper Financial Group's JPMorgan International Bond Opportunities ETF position peaked at $508K in Q3 2020.
  • 47 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2020.

Based on Cooper Financial Group's 13F filing for Q4 2020, filed 16 Feb 2021.