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Kingsview Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Kingsview Wealth 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
2019
Q4 		– Sell
-10,708
Closed -$547K – 508
2019
Q3 		$547K Sell
10,708
-5,493
-34% -$280K 0.09% 239
2019
Q2 		$820K Buy
+16,201
New +$805K 0.14% 176

Other funds holding JPIB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Kingsview Wealth Management's JPIB Position: Q4 2019 in Review

Kingsview Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2019, closing a stake of 10,708 shares — an estimated $547K sold.

Kingsview Wealth Management first reported a position in JPIB in Q2 2019 and held it in 2 quarters. The position peaked at $820K in Q2 2019. 42 funds tracked by Wall St. Rank hold JPIB as of Q4 2019.

  • Kingsview Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,708 JPMorgan International Bond Opportunities ETF shares in Q4 2019, an estimated $547K.
  • Kingsview Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2019 and held it in 2 quarters.
  • Kingsview Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $820K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2019.

Based on Kingsview Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.