Fiduciary Alliance’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Fiduciary Alliance’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 Q1	$8.65M	Buy	178,828 +21,006	+13%	+$1.02M	0.52%	51
2025 Q4	$7.69M	Buy	157,822 +16,865	+12%	+$825K	0.5%	50
2025 Q3	$6.91M	Buy	140,957 +5,137	+4%	+$250K	0.46%	56
2025 Q2	$6.6M	Sell	135,820 -646	-0.5%	-$31K	0.49%	54
2025 Q1	$6.54M	Buy	136,466 +56,147	+70%	+$2.68M	0.64%	38
2024 Q4	$3.8M	Buy	80,319 +3,479	+5%	+$166K	0.38%	69
2024 Q3	$3.74M	Buy	76,840 +2,708	+4%	+$130K	0.5%	56
2024 Q2	$3.49M	Buy	74,132 +2,636	+4%	+$124K	0.57%	50
2024 Q1	$3.38M	Buy	71,496 +4,044	+6%	+$192K	0.6%	47
2023 Q4	$3.22M	Buy	67,452 +10,455	+18%	+$482K	0.63%	44
2023 Q3	$2.59M	Buy	56,997 +3,123	+6%	+$144K	0.6%	44
2023 Q2	$2.51M	Buy	+53,874	New	+$2.54M	0.54%	48

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

FWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Fiduciary Alliance's JPIB Position: Q1 2026 in Review

Fiduciary Alliance increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 13% in Q1 2026, buying an estimated $1.02M and bringing the position to 178,828 shares worth $8.65M. The position accounts for 0.52% of the portfolio, ranked #51.

Fiduciary Alliance first reported a position in JPIB in Q2 2023 and has held it in 12 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

Fiduciary Alliance held 178,828 shares of JPMorgan International Bond Opportunities ETF worth $8.65M as of Q1 2026.
Fiduciary Alliance bought 21,006 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $1.02M.
JPMorgan International Bond Opportunities ETF made up 0.52% of Fiduciary Alliance's portfolio in Q1 2026, its #51 holding.
Fiduciary Alliance first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.