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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

KFP

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

Falcon Wealth Planning's JPIB Position: Q2 2024 in Review

Falcon Wealth Planning sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2024, closing a stake of 6,300 shares — an estimated $300K sold.

Falcon Wealth Planning first reported a position in JPIB in Q2 2022 and held it in 8 quarters. The position peaked at $739K in Q2 2022. 119 funds tracked by Wall St. Rank hold JPIB as of Q2 2024.

Falcon Wealth Planning reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Falcon Wealth Planning sold 6,300 JPMorgan International Bond Opportunities ETF shares in Q2 2024, an estimated $300K.
Falcon Wealth Planning first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2022 and held it in 8 quarters.
Falcon Wealth Planning's JPMorgan International Bond Opportunities ETF position peaked at $739K in Q2 2022.
119 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2024.

Based on Falcon Wealth Planning's 13F filing for Q2 2024, filed 16 Jul 2024.