IWC
JPIB icon

Integrated Wealth Concepts’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-37,091
Closed -$1.77M – 1685
2024
Q1 		$1.77M Buy
37,091
+1,850
+5% +$88K 0.03% 564
2023
Q4 		$1.68M Sell
35,241
-407
-1% -$18.8K 0.03% 541
2023
Q3 		$1.62M Buy
35,648
+4,278
+14% +$197K 0.03% 520
2023
Q2 		$1.46M Buy
31,370
+1,930
+7% +$90.8K 0.03% 554
2023
Q1 		$1.39M Buy
+29,440
New +$1.38M 0.03% 508

Other funds holding JPIB

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return