FWA
FSM Wealth Advisors’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 | $32.4M | Buy |
669,596
+102,771
| +18% | +$4.98M | 5.27% | 1 |
|
|
2025
Q1 | $27.1M | Buy |
566,825
+237,379
| +72% | +$11.4M | 6.1% | 3 |
|
|
2024
Q4 | $15.6M | Buy |
329,446
+57,749
| +21% | +$2.73M | 3.81% | 7 |
|
|
2024
Q3 | $13.2M | Buy |
271,697
+41,932
| +18% | +$2.04M | 3.51% | 9 |
|
|
2024
Q2 | $10.8M | Buy |
229,765
+31,213
| +16% | +$1.47M | 3.63% | 8 |
|
|
2024
Q1 | $9.46M | Buy |
198,552
+47,458
| +31% | +$2.26M | 3.36% | 8 |
|
|
2023
Q4 | $7.22M | Buy |
151,094
+38,058
| +34% | +$1.82M | 3.07% | 8 |
|
|
2023
Q3 | $5.14M | Buy |
113,036
+22,799
| +25% | +$1.04M | 2.59% | 11 |
|
|
2023
Q2 | $4.18M | Buy |
90,237
+28,454
| +46% | +$1.32M | 2.1% | 13 |
|
|
2023
Q1 | $2.93M | Buy |
61,783
+3,356
| +6% | +$159K | 1.7% | 15 |
|
|
2022
Q4 | $2.69M | Buy |
58,427
+10,243
| +21% | +$471K | 1.91% | 12 |
|
|
2022
Q3 | $2.14M | Buy |
48,184
+3,020
| +7% | +$134K | 1.78% | 13 |
|
|
2022
Q2 | $2.09M | Buy |
+45,164
| New | +$2.09M | 2.07% | 11 |
|