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

Herold 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
2025
Q3 		– Sell
-7,402
Closed -$360K – 287
2025
Q2 		$360K Buy
7,402
+1,577
+27% +$75.7K 0.08% 212
2025
Q1 		$279K Buy
+5,825
New +$278K 0.06% 227

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Herold Advisors's JPIB Position: Q3 2025 in Review

Herold Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 7,402 shares — an estimated $360K sold.

Herold Advisors first reported a position in JPIB in Q1 2025 and held it in 2 quarters. The position peaked at $360K in Q2 2025. 186 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

  • Herold Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 7,402 JPMorgan International Bond Opportunities ETF shares in Q3 2025, an estimated $360K.
  • Herold Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2025 and held it in 2 quarters.
  • Herold Advisors's JPMorgan International Bond Opportunities ETF position peaked at $360K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.