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

Optima 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
2026
Q1 		– Sell
-2,874
Closed -$140K – 759
2025
Q4 		$140K Buy
+2,874
New +$141K 0.06% 189

Other funds holding JPIB

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 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

Optima Capital's JPIB Position: Q1 2026 in Review

Optima Capital sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2026, closing a stake of 2,874 shares — an estimated $140K sold.

Optima Capital first reported a position in JPIB in Q4 2025 and held it in 1 quarter. The position peaked at $140K in Q4 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Optima Capital reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,874 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $140K.
  • Optima Capital first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's JPMorgan International Bond Opportunities ETF position peaked at $140K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.