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Halbert Hargrove Global Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Halbert Hargrove Global 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 		$6.25M Buy
129,182
+1,593
+1% +$76.6K 0.27% 21
2026
Q1 		$6.1M Sell
127,589
-5,064
-4% -$247K 0.29% 21
2025
Q4 		$6.46M Buy
132,653
+4,262
+3% +$209K 0.31% 20
2025
Q3 		$6.3M Buy
128,391
+1,490
+1% +$72.6K 0.31% 20
2025
Q2 		$6.17M Buy
126,901
+2,433
+2% +$117K 0.32% 20
2025
Q1 		$5.96M Buy
124,468
+1,073
+0.9% +$51.2K 0.34% 18
2024
Q4 		$5.83M Buy
123,395
+3,333
+3% +$159K 0.32% 21
2024
Q3 		$5.84M Buy
120,062
+3,608
+3% +$173K 0.32% 21
2024
Q2 		$5.49M Sell
116,454
-1,780
-2% -$83.9K 0.32% 23
2024
Q1 		$5.63M Buy
118,234
+1,031
+0.9% +$49K 0.37% 27
2023
Q4 		$5.6M Buy
117,203
+2,935
+3% +$135K 0.38% 27
2023
Q3 		$5.2M Buy
114,268
+17,362
+18% +$801K 0.39% 28
2023
Q2 		$4.52M Buy
96,906
+27,484
+40% +$1.29M 0.33% 26
2023
Q1 		$3.29M Buy
69,422
+2,099
+3% +$98.7K 0.22% 29
2022
Q4 		$3.1M Buy
67,323
+8,246
+14% +$374K 0.22% 30
2022
Q3 		$2.63M Buy
59,077
+3,339
+6% +$153K 0.2% 31
2022
Q2 		$2.5M Buy
55,738
+3,965
+8% +$186K 0.19% 31
2022
Q1 		$2.53M Buy
51,773
+6,906
+15% +$341K 0.17% 34
2021
Q4 		$2.27M Buy
44,867
+8,116
+22% +$412K 0.14% 31
2021
Q3 		$1.89M Buy
36,751
+5,233
+17% +$269K 0.13% 28
2021
Q2 		$1.62M Buy
31,518
+6,888
+28% +$354K 0.11% 34
2021
Q1 		$1.26M Buy
24,630
+12,117
+97% +$624K 0.09% 34
2020
Q4 		$649K Buy
12,513
+6,291
+101% +$322K 0.05% 49
2020
Q3 		$313K Buy
+6,222
New +$315K 0.03% 69

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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Halbert Hargrove Global Advisors's JPIB Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.2% in Q2 2026, buying an estimated $76.6K and bringing the position to 129,182 shares worth $6.25M. The position accounts for 0.27% of the portfolio, ranked #21.

Halbert Hargrove Global Advisors first reported a position in JPIB in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.46M in Q4 2025. 115 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Halbert Hargrove Global Advisors held 129,182 shares of JPMorgan International Bond Opportunities ETF worth $6.25M as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 1,593 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $76.6K.
  • JPMorgan International Bond Opportunities ETF made up 0.27% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #21 holding.
  • Halbert Hargrove Global Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2020 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's JPMorgan International Bond Opportunities ETF position peaked at $6.46M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.