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NewEdge Wealth’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

NewEdge Wealth’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
2024
Q3 		– Sell
-57,270
Closed -$2.7M – 888
2024
Q2 		$2.7M Buy
57,270
+1,017
+2% +$47.9K 0.06% 273
2024
Q1 		$2.64M Buy
+56,253
New +$2.67M 0.06% 276

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Wealth's JPIB Position: Q3 2024 in Review

NewEdge Wealth sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2024, closing a stake of 57,270 shares — an estimated $2.7M sold.

NewEdge Wealth first reported a position in JPIB in Q1 2024 and held it in 2 quarters. The position peaked at $2.7M in Q2 2024. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • NewEdge Wealth reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 57,270 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $2.7M.
  • NewEdge Wealth first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and held it in 2 quarters.
  • NewEdge Wealth's JPMorgan International Bond Opportunities ETF position peaked at $2.7M in Q2 2024.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.