MFPI
JPIB icon

Midwest Financial Partners Investments’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Midwest Financial Partners Investments’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
Q2 		$23.3M Buy
482,644
+26,697
+6% +$1.28M 9.69% 2
2026
Q1 		$21.8M Buy
455,947
+28,882
+7% +$1.41M 11.56% 1
2025
Q4 		$20.8M Buy
+427,065
New +$20.9M 11.56% 1

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
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Midwest Financial Partners Investments's JPIB Position: Q2 2026 in Review

Midwest Financial Partners Investments increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 5.9% in Q2 2026, buying an estimated $1.28M and bringing the position to 482,644 shares worth $23.3M. The position accounts for 9.69% of the portfolio, ranked #2.

Midwest Financial Partners Investments first reported a position in JPIB in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Midwest Financial Partners Investments held 482,644 shares of JPMorgan International Bond Opportunities ETF worth $23.3M as of Q2 2026.
  • Midwest Financial Partners Investments bought 26,697 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $1.28M.
  • JPMorgan International Bond Opportunities ETF made up 9.69% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #2 holding.
  • Midwest Financial Partners Investments first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.