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

EverSource Wealth Advisors’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 		$278K Buy
5,759
+1,631
+40% +$78.4K 0.01% 839
2026
Q1 		$197K Buy
4,128
+742
+22% +$36.2K 0.01% 1066
2025
Q4 		$165K Sell
3,386
-140
-4% -$6.85K 0.01% 1043
2025
Q3 		$173K Buy
3,526
+1,242
+54% +$60.5K 0.01% 984
2025
Q2 		$111K Hold
2,284
– – 0.01% 1145
2025
Q1 		$109K Sell
2,284
-3
-0.1% -$143 0.01% 879
2024
Q4 		$108K Sell
2,287
-76
-3% -$3.64K 0.01% 876
2024
Q3 		$115K Buy
2,363
+708
+43% +$34K 0.01% 749
2024
Q2 		$79.3K Buy
1,655
+536
+48% +$25.3K 0.01% 891
2024
Q1 		$52.4K Buy
+1,119
New +$53.2K ﹤0.01% 968

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 $103B AUM 28.65% 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

EverSource Wealth Advisors's JPIB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 40% in Q2 2026, buying an estimated $78.4K and bringing the position to 5,759 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #839.

EverSource Wealth Advisors first reported a position in JPIB in Q1 2024 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • EverSource Wealth Advisors held 5,759 shares of JPMorgan International Bond Opportunities ETF worth $278K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,631 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $78.4K.
  • JPMorgan International Bond Opportunities ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #839 holding.
  • EverSource Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.