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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 0.25% 33
2022
Q2 		$1.18M Sell
26,293
-527
-2% -$24.7K 0.24% 32
2022
Q1 		$1.31M Sell
26,820
-4,106
-13% -$203K 0.24% 33
2021
Q4 		$1.57M Buy
30,926
+12
+0% +$610 0.02% 34
2021
Q3 		$1.59M Sell
30,914
-1,212
-4% -$62.4K 0.32% 28
2021
Q2 		$1.66M Buy
32,126
+461
+1% +$23.7K 0.37% 29
2021
Q1 		$1.62M Buy
31,665
+8
+0% +$412 0.41% 31
2020
Q4 		$1.64M Buy
31,657
+1,684
+6% +$86.1K 0.44% 27
2020
Q3 		$1.51M Sell
29,973
-8,314
-22% -$421K 0.51% 25
2020
Q2 		$1.9M Buy
38,287
+7,270
+23% +$351K 0.87% 23
2020
Q1 		$1.46M Buy
31,017
+3,310
+12% +$164K 1.01% 23
2019
Q4 		$1.39M Buy
27,707
+15,322
+124% +$781K 0.85% 27
2019
Q3 		$633K Buy
+12,385
New +$632K 0.46% 47

Other funds holding JPIB

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Foresight Wealth Management's JPIB Position: Q4 2022 in Review

Foresight Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2022, closing a stake of 24,723 shares — an estimated $1.1M sold.

Foresight Wealth Management first reported a position in JPIB in Q3 2019 and held it in 13 quarters. The position peaked at $1.9M in Q2 2020. 86 funds tracked by Wall St. Rank hold JPIB as of Q4 2022.

  • Foresight Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 24,723 JPMorgan International Bond Opportunities ETF shares in Q4 2022, an estimated $1.1M.
  • Foresight Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2019 and held it in 13 quarters.
  • Foresight Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $1.9M in Q2 2020.
  • 86 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.