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 Q3	$9.25M	Buy	198,051 +13,015	+7%	+$621K	0.7%	31
2026 Q2	$8.95M	Buy	185,036 +6,208	+3%	+$299K	0.6%	40
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Fiduciary Alliance's JPIB Position: Q3 2026 in Review

Fiduciary Alliance increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 7% in Q3 2026, buying an estimated $621K and bringing the position to 198,051 shares worth $9.25M. The position accounts for 0.7% of the portfolio, ranked #31.

Fiduciary Alliance first reported a position in JPIB in Q2 2023 and has held it in 14 quarters since. 82 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Fiduciary Alliance held 198,051 shares of JPMorgan International Bond Opportunities ETF worth $9.25M as of Q3 2026.
Fiduciary Alliance bought 13,015 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $621K.
JPMorgan International Bond Opportunities ETF made up 0.7% of Fiduciary Alliance's portfolio in Q3 2026, its #31 holding.
Fiduciary Alliance first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and has held it in 14 quarters since.
82 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.