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EQ LLC’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

EQ LLC’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
2023
Q1 		– Sell
-5,615
Closed -$258K – 53
2022
Q4 		$258K Sell
5,615
-1,311
-19% -$59.5K 0.21% 44
2022
Q3 		$308K Sell
6,926
-4,155
-37% -$190K 0.27% 44
2022
Q2 		$498K Buy
11,081
+1,129
+11% +$52.9K 0.39% 38
2022
Q1 		$487K Buy
9,952
+17
+0.2% +$840 0.35% 33
2021
Q4 		$503K Sell
9,935
-1,867
-16% -$94.8K 0.35% 37
2021
Q3 		$606K Buy
11,802
+66
+0.6% +$3.4K 0.46% 35
2021
Q2 		$605K Buy
11,736
+26
+0.2% +$1.34K 0.46% 36
2021
Q1 		$601K Sell
11,710
-111
-0.9% -$5.72K 0.5% 31
2020
Q4 		$613K Buy
+11,821
New +$605K 0.57% 35

Other funds holding JPIB

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

EQ LLC's JPIB Position: Q1 2023 in Review

EQ LLC sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2023, closing a stake of 5,615 shares — an estimated $258K sold.

EQ LLC first reported a position in JPIB in Q4 2020 and held it in 9 quarters. The position peaked at $613K in Q4 2020. 85 funds tracked by Wall St. Rank hold JPIB as of Q1 2023.

  • EQ LLC reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • EQ LLC sold 5,615 JPMorgan International Bond Opportunities ETF shares in Q1 2023, an estimated $258K.
  • EQ LLC first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2020 and held it in 9 quarters.
  • EQ LLC's JPMorgan International Bond Opportunities ETF position peaked at $613K in Q4 2020.
  • 85 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2023.

Based on EQ LLC's 13F filing for Q1 2023, filed 12 May 2023.