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

Evergreen Wealth Solutions’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 		$2.35M Sell
49,045
-313,771
-86% -$15.1M 0.12% 125
2026
Q1 		$17.3M Buy
362,816
+7,116
+2% +$347K 1.23% 24
2025
Q4 		$17.3M Buy
+355,700
New +$17.4M 2.42% 10

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evergreen Wealth Solutions's JPIB Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 86% in Q2 2026, selling an estimated $15.1M and leaving 49,045 shares worth $2.35M. The position accounts for 0.12% of the portfolio, ranked #125.

Evergreen Wealth Solutions first reported a position in JPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3M in Q1 2026. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Evergreen Wealth Solutions held 49,045 shares of JPMorgan International Bond Opportunities ETF worth $2.35M as of Q2 2026.
  • Evergreen Wealth Solutions sold 313,771 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $15.1M.
  • JPMorgan International Bond Opportunities ETF made up 0.12% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #125 holding.
  • Evergreen Wealth Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's JPMorgan International Bond Opportunities ETF position peaked at $17.3M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.