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 $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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Marmo Financial Group's JPIB Position: Q1 2026 in Review

Marmo Financial Group reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.1% in Q1 2026, selling an estimated $62.1K and leaving 109,996 shares worth $5.26M. The position accounts for 2.61% of the portfolio, ranked #10.

Marmo Financial Group first reported a position in JPIB in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.42M in Q4 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

Marmo Financial Group held 109,996 shares of JPMorgan International Bond Opportunities ETF worth $5.26M as of Q1 2026.
Marmo Financial Group sold 1,275 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $62.1K.
JPMorgan International Bond Opportunities ETF made up 2.61% of Marmo Financial Group's portfolio in Q1 2026, its #10 holding.
Marmo Financial Group first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and has held it in 9 quarters since.
Marmo Financial Group's JPMorgan International Bond Opportunities ETF position peaked at $5.42M in Q4 2025.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.