FHC
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First Heartland Consultants’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

First Heartland Consultants’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 		$418K Buy
8,959
+893
+11% +$42.6K 0.03% 377
2026
Q2 		$390K Buy
8,066
+2,163
+37% +$104K 0.03% 384
2026
Q1 		$282K Buy
5,903
+782
+15% +$38.1K 0.02% 422
2025
Q4 		$249K Buy
5,121
+706
+16% +$34.5K 0.02% 465
2025
Q3 		$216K Buy
+4,415
New +$215K 0.02% 490

Other funds holding JPIB

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

First Heartland Consultants's JPIB Position: Q3 2026 in Review

First Heartland Consultants increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 11% in Q3 2026, buying an estimated $42.6K and bringing the position to 8,959 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #377.

First Heartland Consultants first reported a position in JPIB in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

  • First Heartland Consultants held 8,959 shares of JPMorgan International Bond Opportunities ETF worth $418K as of Q3 2026.
  • First Heartland Consultants bought 893 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $42.6K.
  • JPMorgan International Bond Opportunities ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #377 holding.
  • First Heartland Consultants first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.