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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
2026
Q2 		$450K Buy
+9,308
New +$448K ﹤0.01% 1718
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

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's JPIB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026: 9,308 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #1718 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JPIB as recently as Q1 2024.

Integrated Wealth Concepts first reported a position in JPIB in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.77M in Q1 2024. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Integrated Wealth Concepts held 9,308 shares of JPMorgan International Bond Opportunities ETF worth $450K as of Q2 2026.
  • JPMorgan International Bond Opportunities ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1718 holding.
  • Integrated Wealth Concepts first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2023 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's JPMorgan International Bond Opportunities ETF position peaked at $1.77M in Q1 2024.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.