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 Q3	$324K	Buy	6,930 +136	+2%	+$6.48K	0.14%	144
2026 Q2	$328K	Buy	6,794 +442	+7%	+$21.3K	0.15%	142
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Lantern Wealth Advisors's JPIB Position: Q3 2026 in Review

Lantern Wealth Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 2% in Q3 2026, buying an estimated $6.48K and bringing the position to 6,930 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #144.

Lantern Wealth Advisors first reported a position in JPIB in Q2 2025 and has held it in 6 quarters since. The position peaked at $394K in Q3 2025. 66 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

Lantern Wealth Advisors held 6,930 shares of JPMorgan International Bond Opportunities ETF worth $324K as of Q3 2026.
Lantern Wealth Advisors bought 136 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $6.48K.
JPMorgan International Bond Opportunities ETF made up 0.14% of Lantern Wealth Advisors's portfolio in Q3 2026, its #144 holding.
Lantern Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 6 quarters since.
Lantern Wealth Advisors's JPMorgan International Bond Opportunities ETF position peaked at $394K in Q3 2025.
66 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.