FSM Wealth Advisors
JPIB icon

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
Q3 		$69.9M Buy
1,495,021
+115,888
+8% +$5.53M 7.19% 1
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

Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

FSM Wealth Advisors's JPIB Position: Q3 2026 in Review

FSM Wealth Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8.4% in Q3 2026, buying an estimated $5.53M and bringing the position to 1,495,021 shares worth $69.9M. The position accounts for 7.19% of the portfolio, ranked #1.

FSM Wealth Advisors first reported a position in JPIB in Q2 2022 and has held it in 18 quarters since. 140 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

  • FSM Wealth Advisors held 1,495,021 shares of JPMorgan International Bond Opportunities ETF worth $69.9M as of Q3 2026.
  • FSM Wealth Advisors bought 115,888 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $5.53M.
  • JPMorgan International Bond Opportunities ETF made up 7.19% of FSM Wealth Advisors's portfolio in Q3 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 18 quarters since.
  • 140 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on FSM Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.