McCarthy & Cox’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

McCarthy & Cox’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 Q4	$395K	Sell	8,111 -351,356	-98%	-$17.2M	4.79%	8
2025 Q3	$17.6M	Buy	359,467 +3,615	+1%	+$176K	4.02%	9
2025 Q2	$17.3M	Sell	355,852 -10,088	-3%	-$484K	4.53%	8
2025 Q1	$17.5M	Buy	365,940 +5,845	+2%	+$279K	7.63%	6
2024 Q4	$17M	Buy	360,095 +31,940	+10%	+$1.53M	5.91%	5
2024 Q3	$16M	Buy	328,155 +91,883	+39%	+$4.41M	6.12%	4
2024 Q2	$11.1M	Sell	236,272 -15,973	-6%	-$753K	4.27%	11
2024 Q1	$12M	Buy	+252,245	New	+$12M	4.54%	11

Other funds holding JPIB

APP

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

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

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

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

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

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

McCarthy & Cox's JPIB Position: Q4 2025 in Review

McCarthy & Cox reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 98% in Q4 2025, selling an estimated $17.2M and leaving 8,111 shares worth $395K. The position accounts for 4.79% of the portfolio, ranked #8.

McCarthy & Cox first reported a position in JPIB in Q1 2024 and has held it in 8 quarters since. The position peaked at $17.6M in Q3 2025. 210 funds tracked by Wall St. Rank hold JPIB as of Q4 2025.

McCarthy & Cox held 8,111 shares of JPMorgan International Bond Opportunities ETF worth $395K as of Q4 2025.
McCarthy & Cox sold 351,356 JPMorgan International Bond Opportunities ETF shares in Q4 2025, an estimated $17.2M.
JPMorgan International Bond Opportunities ETF made up 4.79% of McCarthy & Cox's portfolio in Q4 2025, its #8 holding.
McCarthy & Cox first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and has held it in 8 quarters since.
McCarthy & Cox's JPMorgan International Bond Opportunities ETF position peaked at $17.6M in Q3 2025.
210 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.