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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return