FI
JPIB icon

Financial Insights’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Financial Insights’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
Q1 		– Sell
-7,321
Closed -$350K – 163
2023
Q4 		$350K Sell
7,321
-3,300
-31% -$152K 0.11% 121
2023
Q3 		$479K Sell
10,621
-3,968
-27% -$183K 0.17% 97
2023
Q2 		$680K Sell
14,589
-5,769
-28% -$272K 0.25% 76
2023
Q1 		$964K Sell
20,358
-3,823
-16% -$180K 0.39% 46
2022
Q4 		$1.11M Sell
24,181
-16,162
-40% -$733K 0.53% 46
2022
Q3 		$1.79M Sell
40,343
-26,108
-39% -$1.19M 1.21% 21
2022
Q2 		$2.99M Sell
66,451
-15,379
-19% -$721K 3.03% 8
2022
Q1 		$4M Sell
81,830
-19,495
-19% -$963K 3.68% 7
2021
Q4 		$5.13M Sell
101,325
-39,051
-28% -$1.98M 4.43% 4
2021
Q3 		$7.21M Sell
140,376
-14,773
-10% -$761K 6.63% 2
2021
Q2 		$79.9M Sell
155,149
-24,459
-14% -$1.26M 6.62% 2
2021
Q1 		$9.21M Buy
179,608
+82
+0% +$4.23K 6.8% 4
2020
Q4 		$9.31M Sell
179,526
-1,721
-0.9% -$88K 7.22% 4
2020
Q3 		$9.13M Buy
181,247
+130,933
+260% +$6.62M 7.77% 4
2020
Q2 		$8.94K Sell
50,314
-130,951
-72% -$6.31M 7.94% 3
2020
Q1 		$8.55M Sell
181,265
-1,042
-0.6% -$51.5K 9.01% 1
2019
Q4 		$9.12M Sell
182,307
-887
-0.5% -$45.2K 8% 2
2019
Q3 		$9.37M Buy
183,194
+2,109
+1% +$108K 8.97% 2
2019
Q2 		$9.23M Buy
181,085
+1,765
+1% +$87.7K 9.37% 1
2019
Q1 		$8.87M Buy
179,320
+667
+0.4% +$32.4K 9.24% 2
2018
Q4 		$8.64M Buy
+178,653
New +$8.83M 9.65% 1

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
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Financial Insights's JPIB Position: Q1 2024 in Review

Financial Insights sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2024, closing a stake of 7,321 shares — an estimated $350K sold.

Financial Insights first reported a position in JPIB in Q4 2018 and held it in 21 quarters. The position peaked at $79.9M in Q2 2021. 116 funds tracked by Wall St. Rank hold JPIB as of Q1 2024.

  • Financial Insights reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Insights sold 7,321 JPMorgan International Bond Opportunities ETF shares in Q1 2024, an estimated $350K.
  • Financial Insights first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2018 and held it in 21 quarters.
  • Financial Insights's JPMorgan International Bond Opportunities ETF position peaked at $79.9M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2024.

Based on Financial Insights's 13F filing for Q1 2024, filed 25 Apr 2024.