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

Marmo 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 		$5.26M Sell
109,996
-1,275
-1% -$62.1K 2.61% 10
2025
Q4 		$5.42M Buy
111,271
+941
+0.9% +$46K 2.56% 10
2025
Q3 		$5.41M Buy
110,330
+8,737
+9% +$426K 2.62% 10
2025
Q2 		$4.94M Sell
101,593
-399
-0.4% -$19.1K 2.46% 12
2025
Q1 		$4.88M Buy
101,992
+16,136
+19% +$770K 2.67% 12
2024
Q4 		$4.06M Buy
85,856
+1,707
+2% +$81.7K 2.19% 12
2024
Q3 		$4.09M Buy
84,149
+13,336
+19% +$640K 2.18% 12
2024
Q2 		$3.34M Buy
70,813
+17,719
+33% +$835K 2.02% 13
2024
Q1 		$2.53M Buy
+53,094
New +$2.52M 1.54% 15

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 $376B 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 $932M 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 $5.55B 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