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 $4.02B AUM 20% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

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 $75.1B AUM 31.89% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hyperion Partners's JPIB Position: Q3 2024 in Review

Hyperion Partners increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 4% in Q3 2024, buying an estimated $308K and bringing the position to 167,686 shares worth $8.16M. The position accounts for 5.21% of the portfolio, ranked #6.

Hyperion Partners first reported a position in JPIB in Q4 2022 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

Hyperion Partners held 167,686 shares of JPMorgan International Bond Opportunities ETF worth $8.16M as of Q3 2024.
Hyperion Partners bought 6,418 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $308K.
JPMorgan International Bond Opportunities ETF made up 5.21% of Hyperion Partners's portfolio in Q3 2024, its #6 holding.
Hyperion Partners first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and has held it in 8 quarters since.
113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.