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NewSquare Capital’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

NewSquare Capital’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
-2
Closed -$97 – 724
2025
Q2 		$97 Hold
2
– – ﹤0.01% 1270
2025
Q1 		$96 Hold
2
– – ﹤0.01% 1132
2024
Q4 		$95 Buy
+2
New +$96 ﹤0.01% 891

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
LPL Financial
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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewSquare Capital's JPIB Position: Q3 2025 in Review

NewSquare Capital sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2025, closing a stake of 2 shares — an estimated $97 sold.

NewSquare Capital first reported a position in JPIB in Q4 2024 and held it in 3 quarters. The position peaked at $97 in Q2 2025. 186 funds tracked by Wall St. Rank hold JPIB as of Q3 2025.

  • NewSquare Capital reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2 JPMorgan International Bond Opportunities ETF shares in Q3 2025, an estimated $97.
  • NewSquare Capital first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's JPMorgan International Bond Opportunities ETF position peaked at $97 in Q2 2025.
  • 186 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.