HWA
JPIB icon

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

HHM Wealth 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 		$12.9K Sell
266
-40
-13% -$1.92K ﹤0.01% 590
2026
Q1 		$14.6K Hold
306
– – ﹤0.01% 565
2025
Q4 		$14.9K Hold
306
– – ﹤0.01% 545
2025
Q3 		$15K Hold
306
– – ﹤0.01% 560
2025
Q2 		$14.9K Sell
306
-52
-15% -$2.5K ﹤0.01% 550
2025
Q1 		$17.1K Hold
358
– – ﹤0.01% 517
2024
Q4 		$16.9K Hold
358
– – ﹤0.01% 519
2024
Q3 		$17.4K Buy
358
+62
+21% +$2.97K ﹤0.01% 486
2024
Q2 		$13.9K Hold
296
– – ﹤0.01% 502
2024
Q1 		$14.1K Hold
296
– – ﹤0.01% 470
2023
Q4 		$14.1K Sell
296
-164
-36% -$7.56K ﹤0.01% 460
2023
Q3 		$20.9K Buy
460
+215
+88% +$9.92K ﹤0.01% 394
2023
Q2 		$11.4K Hold
245
– – ﹤0.01% 508
2023
Q1 		$11.6K Sell
245
-49
-17% -$2.3K ﹤0.01% 491
2022
Q4 		$13.5K Hold
294
– – ﹤0.01% 411
2022
Q3 		$13K Hold
294
– – ﹤0.01% 400
2022
Q2 		$13K Hold
294
– – ﹤0.01% 488
2022
Q1 		$14K Hold
294
– – ﹤0.01% 500
2021
Q4 		$15K Buy
+294
New +$14.9K ﹤0.01% 472

Other funds holding JPIB

FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return