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Gradient Investments’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-18
Closed -$848 – 845
2024
Q2 		$848 Hold
18
– – ﹤0.01% 1101
2024
Q1 		$857 Buy
+18
New +$856 ﹤0.01% 930

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gradient Investments's JPIB Position: Q3 2024 in Review

Gradient Investments sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2024, closing a stake of 18 shares — an estimated $848 sold.

Gradient Investments first reported a position in JPIB in Q1 2024 and held it in 2 quarters. The position peaked at $857 in Q1 2024. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Gradient Investments reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 18 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $848.
  • Gradient Investments first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and held it in 2 quarters.
  • Gradient Investments's JPMorgan International Bond Opportunities ETF position peaked at $857 in Q1 2024.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.