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FSM Wealth Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

FSM Wealth Advisors’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 		$66.7M Buy
1,379,133
+214,245
+18% +$10.3M 7.1% 1
2026
Q1 		$55.7M Buy
1,164,888
+247,960
+27% +$12.1M 7.16% 1
2025
Q4 		$44.7M Buy
916,928
+162,836
+22% +$7.97M 6.11% 1
2025
Q3 		$37M Buy
754,092
+84,496
+13% +$4.12M 5.23% 1
2025
Q2 		$32.4M Buy
669,596
+102,771
+18% +$4.93M 5.27% 1
2025
Q1 		$27.1M Buy
566,825
+237,379
+72% +$11.3M 6.1% 3
2024
Q4 		$15.6M Buy
329,446
+57,749
+21% +$2.76M 3.81% 7
2024
Q3 		$13.2M Buy
271,697
+41,932
+18% +$2.01M 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% +$1.75M 3.07% 8
2023
Q3 		$5.14M Buy
113,036
+22,799
+25% +$1.05M 2.59% 11
2023
Q2 		$4.18M Buy
90,237
+28,454
+46% +$1.34M 2.1% 13
2023
Q1 		$2.93M Buy
61,783
+3,356
+6% +$158K 1.7% 15
2022
Q4 		$2.69M Buy
58,427
+10,243
+21% +$464K 1.91% 12
2022
Q3 		$2.14M Buy
48,184
+3,020
+7% +$138K 1.78% 13
2022
Q2 		$2.09M Buy
+45,164
New +$2.12M 2.07% 11

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PA
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FSM Wealth Advisors's JPIB Position: Q2 2026 in Review

FSM Wealth Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 18% in Q2 2026, buying an estimated $10.3M and bringing the position to 1,379,133 shares worth $66.7M. The position accounts for 7.1% of the portfolio, ranked #1.

FSM Wealth Advisors first reported a position in JPIB in Q2 2022 and has held it in 17 quarters since. 144 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • FSM Wealth Advisors held 1,379,133 shares of JPMorgan International Bond Opportunities ETF worth $66.7M as of Q2 2026.
  • FSM Wealth Advisors bought 214,245 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $10.3M.
  • JPMorgan International Bond Opportunities ETF made up 7.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • FSM Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2022 and has held it in 17 quarters since.
  • 144 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.