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

Drive 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
2024
Q3 		– Sell
-5,141
Closed -$242K – 337
2024
Q2 		$242K Sell
5,141
-348
-6% -$16.4K 0.07% 244
2024
Q1 		$261K Sell
5,489
-1,361
-20% -$64.7K 0.07% 225
2023
Q4 		$328K Sell
6,850
-1,113
-14% -$51.3K 0.11% 181
2023
Q3 		$362K Sell
7,963
-1,668
-17% -$77K 0.13% 147
2023
Q2 		$449K Sell
9,631
-560
-5% -$26.4K 0.17% 123
2023
Q1 		$483K Sell
10,191
-627
-6% -$29.5K 0.2% 124
2022
Q4 		$498K Buy
+10,818
New +$491K 0.25% 97

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Drive Wealth Management's JPIB Position: Q3 2024 in Review

Drive Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2024, closing a stake of 5,141 shares — an estimated $242K sold.

Drive Wealth Management first reported a position in JPIB in Q4 2022 and held it in 7 quarters. The position peaked at $498K in Q4 2022. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Drive Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 5,141 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $242K.
  • Drive Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and held it in 7 quarters.
  • Drive Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $498K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.