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

Elmwood 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
2026 Q2	$5.37M	Buy	111,022 +4,042	+4%	+$194K	1.34%	21
2026 Q1	$5.12M	Buy	106,980 +27,168	+34%	+$1.32M	1.41%	20
2025 Q4	$3.89M	Buy	79,812 +2,828	+4%	+$138K	1.23%	29
2025 Q3	$3.77M	Buy	76,984 +5,015	+7%	+$244K	1.34%	23
2025 Q2	$3.5M	Sell	71,969 -826	-1%	-$39.6K	1.39%	22
2025 Q1	$3.49M	Buy	72,795 +6,072	+9%	+$290K	1.43%	19
2024 Q4	$3.15M	Buy	+66,723	New	+$3.19M	1.27%	27

Other funds holding JPIB

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

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

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

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return