Mount Yale Investment Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Mount Yale 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
2025 Q3	–	Sell	-213	Closed	-$10.4K	–	1155
2025 Q2	$10.4K	Buy	+213	New	+$10.2K	﹤0.01%	1131

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mount Yale Investment Advisors's JPIB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 213 shares — an estimated $10.4K sold.

Mount Yale Investment Advisors first reported a position in JPIB in Q2 2025 and held it in 1 quarter. The position peaked at $10.4K in Q2 2025. 186 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

Mount Yale Investment Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 213 JPMorgan International Bond Opportunities ETF shares in Q3 2025, an estimated $10.4K.
Mount Yale Investment Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's JPMorgan International Bond Opportunities ETF position peaked at $10.4K in Q2 2025.
186 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.