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Legacy Wealth Partners (California)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q2 		– Sell
-34,654
Closed -$1.63M – 104
2020
Q1 		$1.63M Sell
34,654
-1,234
-3% -$61K 1.52% 20
2019
Q4 		$1.81M Buy
+35,888
New +$1.83M 1.32% 21

Other funds holding JPIB

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
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
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Legacy Wealth Partners (California)'s JPIB Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2020, closing a stake of 34,654 shares — an estimated $1.63M sold.

Legacy Wealth Partners (California) first reported a position in JPIB in Q4 2019 and held it in 2 quarters. The position peaked at $1.81M in Q4 2019. 46 funds tracked by Wall St. Rank hold JPIB as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining JPMorgan International Bond Opportunities ETF position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 34,654 JPMorgan International Bond Opportunities ETF shares in Q2 2020, an estimated $1.63M.
  • Legacy Wealth Partners (California) first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s JPMorgan International Bond Opportunities ETF position peaked at $1.81M in Q4 2019.
  • 46 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.