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 Q3	$3.25M	Buy	69,605 +5,131	+8%	+$245K	0.2%	88
2026 Q2	$3.12M	Buy	64,474 +1,838	+3%	+$88.4K	0.15%	100
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	0.19%	83

Other funds holding JPIB

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

OneAscent Financial Services's JPIB Position: Q3 2026 in Review

OneAscent Financial Services increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 8% in Q3 2026, buying an estimated $245K and bringing the position to 69,605 shares worth $3.25M. The position accounts for 0.2% of the portfolio, ranked #88.

OneAscent Financial Services first reported a position in JPIB in Q3 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

OneAscent Financial Services held 69,605 shares of JPMorgan International Bond Opportunities ETF worth $3.25M as of Q3 2026.
OneAscent Financial Services bought 5,131 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $245K.
JPMorgan International Bond Opportunities ETF made up 0.2% of OneAscent Financial Services's portfolio in Q3 2026, its #88 holding.
OneAscent Financial Services first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.