FWP
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Falcon Wealth Planning’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Falcon Wealth Planning’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
2024
Q2 		– Sell
-6,300
Closed -$300K – 139
2024
Q1 		$300K Buy
6,300
+1,989
+46% +$94.6K 0.05% 110
2023
Q4 		$206K Sell
4,311
-1,209
-22% -$55.7K 0.04% 126
2023
Q3 		$251K Sell
5,520
-1,271
-19% -$58.6K 0.05% 93
2023
Q2 		$316K Sell
6,791
-2,198
-24% -$103K 0.07% 80
2023
Q1 		$426K Sell
8,989
-260
-3% -$12.2K 0.11% 59
2022
Q4 		$425K Sell
9,249
-24
-0.3% -$1.09K 0.12% 56
2022
Q3 		$412K Sell
9,273
-7,177
-44% -$328K 0.14% 49
2022
Q2 		$739K Buy
+16,450
New +$771K 0.25% 40

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return