MGIA
JPIB icon

Moneta Group Investment Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Moneta Group Investment Advisors’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
2023
Q1 		– Sell
-5,239
Closed -$248K – 548
2022
Q4 		$248K Buy
+5,239
New +$238K 0.01% 401

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Moneta Group Investment Advisors's JPIB Position: Q1 2023 in Review

Moneta Group Investment Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2023, closing a stake of 5,239 shares — an estimated $248K sold.

Moneta Group Investment Advisors first reported a position in JPIB in Q4 2022 and held it in 1 quarter. The position peaked at $248K in Q4 2022. 85 funds tracked by Wall St. Rank hold JPIB as of Q1 2023.

  • Moneta Group Investment Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,239 JPMorgan International Bond Opportunities ETF shares in Q1 2023, an estimated $248K.
  • Moneta Group Investment Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and held it in 1 quarter.
  • Moneta Group Investment Advisors's JPMorgan International Bond Opportunities ETF position peaked at $248K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.