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Patriot Financial Group Insurance Agency’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-189
Closed -$8K – 1218
2022
Q2 		$8K Hold
189
– – ﹤0.01% 1332
2022
Q1 		$9K Hold
189
– – ﹤0.01% 1401
2021
Q4 		$10K Hold
189
– – ﹤0.01% 1489
2021
Q3 		$10K Hold
189
– – ﹤0.01% 1481
2021
Q2 		$10K Hold
189
– – ﹤0.01% 1444
2021
Q1 		$10K Hold
189
– – ﹤0.01% 1355
2020
Q4 		$10K Hold
189
– – ﹤0.01% 1222
2020
Q3 		$10K Hold
189
– – ﹤0.01% 1036
2020
Q2 		$9K Hold
189
– – ﹤0.01% 1001
2020
Q1 		$9K Buy
189
+104
+122% +$5.14K ﹤0.01% 888
2019
Q4 		$4K Buy
85
+6
+8% +$306 ﹤0.01% 1011
2019
Q3 		$4K Buy
+79
New +$4.03K ﹤0.01% 984

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JPIB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2022, closing a stake of 189 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in JPIB in Q3 2019 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 71 funds tracked by Wall St. Rank hold JPIB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 189 JPMorgan International Bond Opportunities ETF shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2019 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan International Bond Opportunities ETF position peaked at $10K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.