JCM
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Jacobi Capital Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Jacobi Capital Management’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
Q1 		$3.01M Buy
62,972
+8,247
+15% +$402K 0.17% 118
2025
Q4 		$2.67M Buy
54,725
+3,447
+7% +$169K 0.15% 125
2025
Q3 		$2.51M Buy
51,278
+10,918
+27% +$532K 0.15% 132
2025
Q2 		$1.96M Buy
40,360
+4,887
+14% +$234K 0.13% 153
2025
Q1 		$1.7M Buy
35,473
+2,696
+8% +$129K 0.13% 165
2024
Q4 		$1.55M Buy
32,777
+4,890
+18% +$234K 0.12% 172
2024
Q3 		$1.36M Buy
27,887
+9,474
+51% +$454K 0.1% 193
2024
Q2 		$868K Buy
18,413
+272
+1% +$12.8K 0.08% 237
2024
Q1 		$864K Buy
+18,141
New +$863K 0.08% 224

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RP
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FWA
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Bank of America
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HighTower Advisors
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PCIA
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PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return