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Diversify Advisory Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Diversify Advisory Services’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
2025
Q4 		– Sell
-35,998
Closed -$1.76M – 945
2025
Q3 		$1.76M Buy
+35,998
New +$1.75M 0.06% 231

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Diversify Advisory Services's JPIB Position: Q4 2025 in Review

Diversify Advisory Services sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2025, closing a stake of 35,998 shares — an estimated $1.76M sold.

Diversify Advisory Services first reported a position in JPIB in Q3 2025 and held it in 1 quarter. The position peaked at $1.76M in Q3 2025. 211 funds tracked by Wall St. Rank hold JPIB as of Q4 2025.

  • Diversify Advisory Services reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 35,998 JPMorgan International Bond Opportunities ETF shares in Q4 2025, an estimated $1.76M.
  • Diversify Advisory Services first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Diversify Advisory Services's JPMorgan International Bond Opportunities ETF position peaked at $1.76M in Q3 2025.
  • 211 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.