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

Element Wealth’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
2022
Q3 		– Sell
-1,673
Closed -$75K – 201
2022
Q2 		$75K Hold
1,673
– – 0.07% 131
2022
Q1 		$82K Buy
+1,673
New +$82.7K 0.07% 141

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Element Wealth's JPIB Position: Q3 2022 in Review

Element Wealth sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2022, closing a stake of 1,673 shares — an estimated $75K sold.

Element Wealth first reported a position in JPIB in Q1 2022 and held it in 2 quarters. The position peaked at $82K in Q1 2022. 70 funds tracked by Wall St. Rank hold JPIB as of Q3 2022.

  • Element Wealth reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Element Wealth sold 1,673 JPMorgan International Bond Opportunities ETF shares in Q3 2022, an estimated $75K.
  • Element Wealth first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2022 and held it in 2 quarters.
  • Element Wealth's JPMorgan International Bond Opportunities ETF position peaked at $82K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2022.

Based on Element Wealth's 13F filing for Q3 2022, filed 8 Nov 2022.