LWA
JPIB icon

Lantern Wealth Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Lantern Wealth Advisors’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 		$304K Buy
6,352
+41
+0.6% +$2K 0.16% 132
2025
Q4 		$307K Sell
6,311
-1,723
-21% -$84.3K 0.16% 121
2025
Q3 		$394K Buy
8,034
+632
+9% +$30.8K 0.21% 110
2025
Q2 		$360K Buy
+7,402
New +$355K 0.21% 102

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B 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

Lantern Wealth Advisors's JPIB Position: Q1 2026 in Review

Lantern Wealth Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.65% in Q1 2026, buying an estimated $2K and bringing the position to 6,352 shares worth $304K. The position accounts for 0.16% of the portfolio, ranked #132.

Lantern Wealth Advisors first reported a position in JPIB in Q2 2025 and has held it in 4 quarters since. The position peaked at $394K in Q3 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Lantern Wealth Advisors held 6,352 shares of JPMorgan International Bond Opportunities ETF worth $304K as of Q1 2026.
  • Lantern Wealth Advisors bought 41 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $2K.
  • JPMorgan International Bond Opportunities ETF made up 0.16% of Lantern Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • Lantern Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • Lantern Wealth Advisors's JPMorgan International Bond Opportunities ETF position peaked at $394K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.