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

Helium 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	$1.27M	Sell	27,186 -1,265	-4%	-$60.3K	1.1%	24
2026 Q2	$1.38M	Buy	28,451 +10,540	+59%	+$507K	1.14%	22
2026 Q1	$856K	Sell	17,911 -1,623	-8%	-$79.1K	0.81%	33
2025 Q4	$951K	Buy	19,534 +14,150	+263%	+$692K	0.96%	27
2025 Q3	$264K	Buy	+5,384	New	+$262K	0.22%	71

Other funds holding JPIB

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

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

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 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

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

ADE LLC Baltimore, Maryland $246M AUM 14.64% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Helium Advisors's JPIB Position: Q3 2026 in Review

Helium Advisors reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 4.4% in Q3 2026, selling an estimated $60.3K and leaving 27,186 shares worth $1.27M. The position accounts for 1.1% of the portfolio, ranked #24.

Helium Advisors first reported a position in JPIB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2026. 101 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Helium Advisors held 27,186 shares of JPMorgan International Bond Opportunities ETF worth $1.27M as of Q3 2026.
Helium Advisors sold 1,265 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $60.3K.
JPMorgan International Bond Opportunities ETF made up 1.1% of Helium Advisors's portfolio in Q3 2026, its #24 holding.
Helium Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
Helium Advisors's JPMorgan International Bond Opportunities ETF position peaked at $1.38M in Q2 2026.
101 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.