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Larson Financial Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Larson Financial Group’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 		$62.4K Hold
1,305
– – ﹤0.01% 1234
2025
Q4 		$63.6K Hold
1,305
– – ﹤0.01% 1122
2025
Q3 		$64K Hold
1,305
– – ﹤0.01% 1059
2025
Q2 		$63.4K Buy
1,305
+1
+0.1% +$48 ﹤0.01% 985
2025
Q1 		$62.5K Hold
1,304
– – ﹤0.01% 935
2024
Q4 		$61.6K Sell
1,304
-80
-6% -$3.83K ﹤0.01% 842
2024
Q3 		$67.3K Hold
1,384
– – ﹤0.01% 826
2024
Q2 		$65.2K Hold
1,384
– – ﹤0.01% 747
2024
Q1 		$65.9K Buy
1,384
+1
+0.1% +$48 0.01% 630
2023
Q4 		$66.1K Hold
1,383
– – 0.01% 574
2023
Q3 		$62.9K Sell
1,383
-37
-3% -$1.71K 0.01% 547
2023
Q2 		$66.2K Hold
1,420
– – 0.01% 494
2023
Q1 		$67.2K Hold
1,420
– – 0.01% 491
2022
Q4 		$65.3K Buy
1,420
+1
+0.1% +$45 0.01% 471
2022
Q3 		$63K Hold
1,419
– – 0.01% 427
2022
Q2 		$64K Sell
1,419
-1,181
-45% -$55.4K 0.01% 321
2022
Q1 		$127K Hold
2,600
– – 0.02% 243
2021
Q4 		$132K Sell
2,600
-225
-8% -$11.4K 0.02% 239
2021
Q3 		$145K Hold
2,825
– – 0.03% 173
2021
Q2 		$146K Hold
2,825
– – 0.03% 151
2021
Q1 		$145K Sell
2,825
-1,053
-27% -$54.3K 0.04% 133
2020
Q4 		$201K Buy
3,878
+31
+0.8% +$1.59K 0.07% 100
2020
Q3 		$194K Hold
3,847
– – 0.08% 91
2020
Q2 		$191K Buy
3,847
+203
+6% +$9.79K 0.09% 97
2020
Q1 		$172K Buy
3,644
+2,451
+205% +$121K 0.11% 84
2019
Q4 		$60K Buy
+1,193
New +$60.8K 0.03% 143

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

Larson Financial Group's JPIB Position: Q1 2026 in Review

Larson Financial Group held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q1 2026 at 1,305 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Larson Financial Group first reported a position in JPIB in Q4 2019 and has held it in 26 quarters since. The position peaked at $201K in Q4 2020. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Larson Financial Group held 1,305 shares of JPMorgan International Bond Opportunities ETF worth $62.4K as of Q1 2026.
  • Larson Financial Group left its JPMorgan International Bond Opportunities ETF share count unchanged in Q1 2026.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1234 holding.
  • Larson Financial Group first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2019 and has held it in 26 quarters since.
  • Larson Financial Group's JPMorgan International Bond Opportunities ETF position peaked at $201K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.