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

ForthRight 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
2026 Q2	$22M	Buy	455,739 +34,041	+8%	+$1.64M	5.64%	7
2026 Q1	$20.2M	Buy	421,698 +36,440	+9%	+$1.78M	5.72%	7
2025 Q4	$18.8M	Buy	385,258 +37,745	+11%	+$1.85M	5.39%	8
2025 Q3	$17M	Buy	347,513 +21,995	+7%	+$1.07M	4.95%	8
2025 Q2	$15.8M	Buy	325,518 +21,872	+7%	+$1.05M	4.94%	8
2025 Q1	$14.5M	Buy	303,646 +6,940	+2%	+$331K	4.87%	8
2024 Q4	$14M	Buy	296,706 +12,989	+5%	+$621K	4.67%	8
2024 Q3	$13.8M	Buy	283,717 +88,043	+45%	+$4.22M	4.6%	8
2024 Q2	$9.22M	Buy	195,674 +47,040	+32%	+$2.22M	3.31%	8
2024 Q1	$7.08M	Buy	148,634 +14,495	+11%	+$689K	2.54%	9
2023 Q4	$6.41M	Buy	134,139 +12,152	+10%	+$560K	2.48%	11
2023 Q3	$5.55M	Buy	121,987 +74,685	+158%	+$3.45M	2.39%	11
2023 Q2	$2.2M	Buy	+47,302	New	+$2.23M	0.92%	22

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ForthRight Wealth Management's JPIB Position: Q2 2026 in Review

ForthRight Wealth Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8.1% in Q2 2026, buying an estimated $1.64M and bringing the position to 455,739 shares worth $22M. The position accounts for 5.64% of the portfolio, ranked #7.

ForthRight Wealth Management first reported a position in JPIB in Q2 2023 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

ForthRight Wealth Management held 455,739 shares of JPMorgan International Bond Opportunities ETF worth $22M as of Q2 2026.
ForthRight Wealth Management bought 34,041 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $1.64M.
JPMorgan International Bond Opportunities ETF made up 5.64% of ForthRight Wealth Management's portfolio in Q2 2026, its #7 holding.
ForthRight Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.