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Legacy Wealth Management (Idaho)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-2,166
Closed -$104K – 589
2026
Q1 		$104K Buy
2,166
+1,268
+141% +$61.8K 0.05% 173
2025
Q4 		$43.7K Buy
+898
New +$43.9K 0.02% 237

Other funds holding JPIB

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Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s JPIB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026, closing a stake of 2,166 shares — an estimated $104K sold.

Legacy Wealth Management (Idaho) first reported a position in JPIB in Q4 2025 and held it in 2 quarters. The position peaked at $104K in Q1 2026. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,166 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $104K.
  • Legacy Wealth Management (Idaho) first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s JPMorgan International Bond Opportunities ETF position peaked at $104K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.