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Orion Portfolio Solutions’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Orion Portfolio Solutions’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
2023
Q4 		– Sell
-10,872
Closed -$495K – 1714
2023
Q3 		$495K Buy
10,872
+254
+2% +$11.7K 0.01% 1208
2023
Q2 		$495K Buy
10,618
+2,472
+30% +$116K 0.01% 1212
2023
Q1 		$386K Sell
8,146
-1,844
-18% -$86.7K ﹤0.01% 1248
2022
Q4 		$459K Sell
9,990
-4,504
-31% -$204K 0.02% 520
2022
Q3 		$645K Sell
14,494
-2,063
-12% -$94.3K 0.03% 344
2022
Q2 		$744K Sell
16,557
-2,175
-12% -$102K 0.03% 309
2022
Q1 		$916K Buy
18,732
+1,495
+9% +$73.9K 0.03% 279
2021
Q4 		$873K Buy
17,237
+1,378
+9% +$70K 0.03% 302
2021
Q3 		$815K Buy
15,859
+4,762
+43% +$245K 0.03% 286
2021
Q2 		$572K Buy
11,097
+577
+5% +$29.7K 0.02% 337
2021
Q1 		$540K Buy
10,520
+3,538
+51% +$182K 0.02% 311
2020
Q4 		$362K Buy
+6,982
New +$357K 0.02% 349

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Orion Portfolio Solutions's JPIB Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2023, closing a stake of 10,872 shares — an estimated $495K sold.

Orion Portfolio Solutions first reported a position in JPIB in Q4 2020 and held it in 12 quarters. The position peaked at $916K in Q1 2022. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10,872 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $495K.
  • Orion Portfolio Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2020 and held it in 12 quarters.
  • Orion Portfolio Solutions's JPMorgan International Bond Opportunities ETF position peaked at $916K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.