Econ Financial Services
JPIB icon

Econ Financial Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Econ Financial 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
2026
Q3 		$5.96M Buy
127,680
+1,642
+1% +$78.3K 2.49% 9
2026
Q2 		$6.09M Buy
126,038
+6,929
+6% +$333K 2.85% 8
2026
Q1 		$5.7M Buy
119,109
+74,237
+165% +$3.62M 2.64% 7
2025
Q4 		$2.19M Buy
+44,872
New +$2.2M 1.1% 39

Other funds holding JPIB

FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
ADE LLC
ADE LLC Baltimore, Maryland $246M AUM 14.64% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Econ Financial Services's JPIB Position: Q3 2026 in Review

Econ Financial Services increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.3% in Q3 2026, buying an estimated $78.3K and bringing the position to 127,680 shares worth $5.96M. The position accounts for 2.49% of the portfolio, ranked #9.

Econ Financial Services first reported a position in JPIB in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.09M in Q2 2026. 103 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

  • Econ Financial Services held 127,680 shares of JPMorgan International Bond Opportunities ETF worth $5.96M as of Q3 2026.
  • Econ Financial Services bought 1,642 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $78.3K.
  • JPMorgan International Bond Opportunities ETF made up 2.49% of Econ Financial Services's portfolio in Q3 2026, its #9 holding.
  • Econ Financial Services first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
  • Econ Financial Services's JPMorgan International Bond Opportunities ETF position peaked at $6.09M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.