NL
JPIB icon

NWAM LLC’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

NWAM LLC’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
2020
Q3 		– Sell
-4,115
Closed -$204K – 339
2020
Q2 		$204K Buy
+4,115
New +$198K 0.03% 379
2019
Q4 		$210K Hold
4,200
– – 0.04% 372
2019
Q3 		$215K Hold
4,200
– – 0.04% 344
2019
Q2 		$213K Hold
4,200
– – 0.04% 339
2019
Q1 		$206K Buy
+4,200
New +$204K 0.04% 322

Other funds holding JPIB

SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

NWAM LLC's JPIB Position: Q3 2020 in Review

NWAM LLC sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2020, closing a stake of 4,115 shares — an estimated $204K sold.

NWAM LLC first reported a position in JPIB in Q1 2019 and held it in 5 quarters. The position peaked at $215K in Q3 2019. 49 funds tracked by Wall St. Rank hold JPIB as of Q3 2020.

  • NWAM LLC reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2020 after selling out during the quarter.
  • NWAM LLC sold 4,115 JPMorgan International Bond Opportunities ETF shares in Q3 2020, an estimated $204K.
  • NWAM LLC first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2019 and held it in 5 quarters.
  • NWAM LLC's JPMorgan International Bond Opportunities ETF position peaked at $215K in Q3 2019.
  • 49 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2020.

Based on NWAM LLC's 13F filing for Q3 2020, filed 16 Oct 2020.