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 Q3	$6.24M	Buy	133,513 +4,331	+3%	+$207K	0.27%	21
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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

ForthRight Wealth Management Alpharetta, Georgia $421M AUM 11.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Halbert Hargrove Global Advisors's JPIB Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 3.4% in Q3 2026, buying an estimated $207K and bringing the position to 133,513 shares worth $6.24M. 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 25 quarters since. The position peaked at $6.46M in Q4 2025. 156 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Halbert Hargrove Global Advisors held 133,513 shares of JPMorgan International Bond Opportunities ETF worth $6.24M as of Q3 2026.
Halbert Hargrove Global Advisors bought 4,331 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $207K.
JPMorgan International Bond Opportunities ETF made up 0.27% of Halbert Hargrove Global Advisors's portfolio in Q3 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 25 quarters since.
Halbert Hargrove Global Advisors's JPMorgan International Bond Opportunities ETF position peaked at $6.46M in Q4 2025.
156 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.