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OneAscent Financial Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

OneAscent Financial Services’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
2026
Q1 		$3M Buy
62,636
+112
+0.2% +$5.46K 0.16% 92
2025
Q4 		$3.04M Buy
62,524
+4,680
+8% +$229K 0.28% 59
2025
Q3 		$2.84M Buy
+57,844
New +$2.82M 0.35% 58

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

OneAscent Financial Services's JPIB Position: Q1 2026 in Review

OneAscent Financial Services increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.18% in Q1 2026, buying an estimated $5.46K and bringing the position to 62,636 shares worth $3M. The position accounts for 0.16% of the portfolio, ranked #92.

OneAscent Financial Services first reported a position in JPIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.04M in Q4 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • OneAscent Financial Services held 62,636 shares of JPMorgan International Bond Opportunities ETF worth $3M as of Q1 2026.
  • OneAscent Financial Services bought 112 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $5.46K.
  • JPMorgan International Bond Opportunities ETF made up 0.16% of OneAscent Financial Services's portfolio in Q1 2026, its #92 holding.
  • OneAscent Financial Services first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • OneAscent Financial Services's JPMorgan International Bond Opportunities ETF position peaked at $3.04M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.