Matthew Hamilton Rosenberg’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Matthew Hamilton Rosenberg’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
2025 Q1	–	Sell	-185	Closed	-$8.74K	–	825
2024 Q4	$8.74K	Hold	185	–	–	﹤0.01%	642
2024 Q3	$9K	Hold	185	–	–	﹤0.01%	634
2024 Q2	$8.69K	Hold	185	–	–	﹤0.01%	608
2024 Q1	$8.76K	Hold	185	–	–	﹤0.01%	623
2023 Q4	$8.84K	Buy	+185	New	+$8.52K	﹤0.01%	625

Other funds holding JPIB

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M 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

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return