Foresight Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-24,723	Closed	-$1.1M	–	57
2022 Q3	$1.1M	Sell	24,723 -1,570	-6%	-$71.7K	0.47%	33
2022 Q2	$1.18M	Sell	26,293 -527	-2%	-$24.7K	0.41%	32
2022 Q1	$1.31M	Sell	26,820 -4,106	-13%	-$203K	0.53%	33
2021 Q4	$1.57M	Buy	30,926 +12	+0%	+$610	0.6%	34
2021 Q3	$1.59M	Sell	30,914 -1,212	-4%	-$62.4K	0.7%	28
2021 Q2	$1.66M	Buy	32,126 +461	+1%	+$23.7K	0.7%	29
2021 Q1	$1.62M	Buy	31,665 +8	+0%	+$412	0.81%	31
2020 Q4	$1.64M	Buy	31,657 +1,684	+6%	+$86.1K	0.85%	27
2020 Q3	$1.51M	Sell	29,973 -8,314	-22%	-$421K	0.96%	25
2020 Q2	$1.9M	Buy	38,287 +7,270	+23%	+$351K	1.41%	23
2020 Q1	$1.46M	Buy	31,017 +3,310	+12%	+$164K	1.24%	23
2019 Q4	$1.39M	Buy	27,707 +15,322	+124%	+$781K	0.97%	27
2019 Q3	$633K	Buy	+12,385	New	+$632K	0.5%	47

Other funds holding JPIB

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

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

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

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

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

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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return