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Freedom Investment Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-36,157
Closed -$1.76M – 425
2025
Q2 		$1.76M Sell
36,157
-6,837
-16% -$328K 0.14% 121
2025
Q1 		$2.06M Sell
42,994
-2,662
-6% -$127K 0.17% 104
2024
Q4 		$2.16M Buy
45,656
+1,072
+2% +$51.3K 0.18% 90
2024
Q3 		$2.17M Sell
44,584
-846
-2% -$40.6K 0.17% 98
2024
Q2 		$2.14M Sell
45,430
-8,802
-16% -$415K 0.18% 96
2024
Q1 		$2.58M Sell
54,232
-3,888
-7% -$185K 0.21% 86
2023
Q4 		$2.78M Sell
58,120
-5,955
-9% -$274K 0.23% 81
2023
Q3 		$2.91M Sell
64,075
-12,274
-16% -$566K 0.36% 57
2023
Q2 		$3.56M Sell
76,349
-1,924
-2% -$90.6K 0.4% 47
2023
Q1 		$3.71M Sell
78,273
-48,821
-38% -$2.3M 0.42% 48
2022
Q4 		$5.84M Buy
127,094
+41,276
+48% +$1.87M 0.66% 15
2022
Q3 		$3.82M Buy
85,818
+14,510
+20% +$663K 0.44% 48
2022
Q2 		$3.2M Sell
71,308
-22,930
-24% -$1.08M 0.34% 65
2022
Q1 		$4.61M Sell
94,238
-59,754
-39% -$2.95M 0.41% 54
2021
Q4 		$7.8M Buy
153,992
+116,355
+309% +$5.91M 0.57% 25
2021
Q3 		$1.93M Buy
37,637
+12,135
+48% +$625K 0.15% 179
2021
Q2 		$1.31M Buy
25,502
+8,679
+52% +$446K 0.1% 254
2021
Q1 		$863K Buy
+16,823
New +$867K 0.07% 346

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Freedom Investment Management's JPIB Position: Q3 2025 in Review

Freedom Investment Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 36,157 shares — an estimated $1.76M sold.

Freedom Investment Management first reported a position in JPIB in Q1 2021 and held it in 18 quarters. The position peaked at $7.8M in Q4 2021. 186 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

  • Freedom Investment Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 36,157 JPMorgan International Bond Opportunities ETF shares in Q3 2025, an estimated $1.76M.
  • Freedom Investment Management first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's JPMorgan International Bond Opportunities ETF position peaked at $7.8M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.