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Lane & Associates’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Lane & Associates’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 		– Sell
-5,211
Closed -$246K – 119
2024
Q2 		$246K Sell
5,211
-10,129
-66% -$477K 0.14% 99
2024
Q1 		$731K Sell
15,340
-2,980
-16% -$142K 0.46% 49
2023
Q4 		$876K Sell
18,320
-4,974
-21% -$229K 0.64% 38
2023
Q3 		$1.06M Sell
23,294
-4,269
-15% -$197K 0.85% 29
2023
Q2 		$1.28M Sell
27,563
-6,715
-20% -$316K 1.02% 24
2023
Q1 		$1.62M Sell
34,278
-2,193
-6% -$103K 1.45% 16
2022
Q4 		$1.68M Buy
+36,471
New +$1.65M 1.59% 14

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
CA
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lane & Associates's JPIB Position: Q3 2024 in Review

Lane & Associates sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2024, closing a stake of 5,211 shares — an estimated $246K sold.

Lane & Associates first reported a position in JPIB in Q4 2022 and held it in 7 quarters. The position peaked at $1.68M in Q4 2022. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Lane & Associates reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Lane & Associates sold 5,211 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $246K.
  • Lane & Associates first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and held it in 7 quarters.
  • Lane & Associates's JPMorgan International Bond Opportunities ETF position peaked at $1.68M in Q4 2022.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Lane & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.