FWM
ForthRight Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
325,518
+21,872
| +7% | +$1.06M | 4.94% | 8 |
|
|
2025
Q1 | $14.5M | Buy |
303,646
+6,940
| +2% | +$332K | 4.87% | 8 |
|
|
2024
Q4 | $14M | Buy |
296,706
+12,989
| +5% | +$614K | 4.67% | 8 |
|
|
2024
Q3 | $13.8M | Buy |
283,717
+88,043
| +45% | +$4.28M | 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% | +$690K | 2.54% | 9 |
|
|
2023
Q4 | $6.41M | Buy |
134,139
+12,152
| +10% | +$581K | 2.48% | 11 |
|
|
2023
Q3 | $5.55M | Buy |
121,987
+74,685
| +158% | +$3.4M | 2.39% | 11 |
|
|
2023
Q2 | $2.2M | Buy |
+47,302
| New | +$2.2M | 0.92% | 22 |
|