MHR
JPIB icon

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

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Matthew Hamilton Rosenberg's JPIB Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2025, closing a stake of 185 shares — an estimated $8.74K sold.

Matthew Hamilton Rosenberg first reported a position in JPIB in Q4 2023 and held it in 5 quarters. The position peaked at $9K in Q3 2024. 128 funds tracked by Wall St. Rank hold JPIB as of Q1 2025.

  • Matthew Hamilton Rosenberg reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 185 JPMorgan International Bond Opportunities ETF shares in Q1 2025, an estimated $8.74K.
  • Matthew Hamilton Rosenberg first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and held it in 5 quarters.
  • Matthew Hamilton Rosenberg's JPMorgan International Bond Opportunities ETF position peaked at $9K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.