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Hyperion Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Hyperion Partners’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
2024
Q3 		$8.16M Buy
167,686
+6,418
+4% +$308K 5.21% 6
2024
Q2 		$7.6M Buy
161,268
+8,414
+6% +$397K 5.42% 6
2024
Q1 		$7.28M Buy
152,854
+6,628
+5% +$315K 5.33% 6
2023
Q4 		$6.99M Buy
146,226
+2,897
+2% +$133K 5.54% 6
2023
Q3 		$6.52M Buy
143,329
+4,923
+4% +$227K 5.63% 6
2023
Q2 		$6.45M Buy
138,406
+5,257
+4% +$247K 5.44% 7
2023
Q1 		$6.31M Buy
133,149
+2,688
+2% +$126K 5.67% 7
2022
Q4 		$6M Buy
+130,461
New +$5.92M 5.73% 6

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $778M AUM 17.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return