LFGH
JPIB icon

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

Lee Financial Group Hawaii’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
2022
Q1 		– Sell
-8,116
Closed -$411K – 38
2021
Q4 		$411K Sell
8,116
-323
-4% -$16.4K 0.3% 31
2021
Q3 		$434K Buy
8,439
+1,192
+16% +$61.4K 0.32% 29
2021
Q2 		$373K Buy
+7,247
New +$373K 0.27% 33

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Lee Financial Group Hawaii's JPIB Position: Q1 2022 in Review

Lee Financial Group Hawaii sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2022, closing a stake of 8,116 shares — an estimated $411K sold.

Lee Financial Group Hawaii first reported a position in JPIB in Q2 2021 and held it in 3 quarters. The position peaked at $434K in Q3 2021. 68 funds tracked by Wall St. Rank hold JPIB as of Q1 2022.

  • Lee Financial Group Hawaii reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2022 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 8,116 JPMorgan International Bond Opportunities ETF shares in Q1 2022, an estimated $411K.
  • Lee Financial Group Hawaii first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2021 and held it in 3 quarters.
  • Lee Financial Group Hawaii's JPMorgan International Bond Opportunities ETF position peaked at $434K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2022.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2022, filed 10 May 2022.