Marks Group Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Marks Group Wealth Management’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	$968K	Sell	20,021 -1,220	-6%	-$58.7K	0.08%	208
2026 Q1	$1.02M	Buy	+21,241	New	+$1.04M	0.1%	191

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Marks Group Wealth Management's JPIB Position: Q2 2026 in Review

Marks Group Wealth Management reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 5.7% in Q2 2026, selling an estimated $58.7K and leaving 20,021 shares worth $968K. The position accounts for 0.08% of the portfolio, ranked #208.

Marks Group Wealth Management first reported a position in JPIB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.02M in Q1 2026. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Marks Group Wealth Management held 20,021 shares of JPMorgan International Bond Opportunities ETF worth $968K as of Q2 2026.
Marks Group Wealth Management sold 1,220 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $58.7K.
JPMorgan International Bond Opportunities ETF made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #208 holding.
Marks Group Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
Marks Group Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $1.02M in Q1 2026.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.