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Costello Asset Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Costello 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
2026
Q2 		$2.42K Sell
50
-177
-78% -$8.51K ﹤0.01% 647
2026
Q1 		$10.8K Buy
227
+3
+1% +$146 ﹤0.01% 471
2025
Q4 		$10.9K Buy
224
+74
+49% +$3.62K ﹤0.01% 453
2025
Q3 		$7.36K Buy
+150
New +$7.31K ﹤0.01% 496

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
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
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

Costello Asset Management's JPIB Position: Q2 2026 in Review

Costello Asset Management reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 78% in Q2 2026, selling an estimated $8.51K and leaving 50 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Costello Asset Management first reported a position in JPIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q4 2025. 162 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Costello Asset Management held 50 shares of JPMorgan International Bond Opportunities ETF worth $2.42K as of Q2 2026.
  • Costello Asset Management sold 177 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $8.51K.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #647 holding.
  • Costello Asset Management first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
  • Costello Asset Management's JPMorgan International Bond Opportunities ETF position peaked at $10.9K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.