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Peak Financial Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Peak Financial Management’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 		$16.5M Buy
344,083
+31,968
+10% +$1.56M 4.18% 5
2025
Q4 		$15.2M Buy
312,115
+10,976
+4% +$537K 3.92% 6
2025
Q3 		$14.8M Buy
301,139
+12,561
+4% +$612K 3.9% 6
2025
Q2 		$14M Buy
288,578
+5,969
+2% +$286K 3.99% 6
2025
Q1 		$13.5M Buy
+282,609
New +$13.5M 4.05% 6

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
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

Peak Financial Management's JPIB Position: Q1 2026 in Review

Peak Financial Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 10% in Q1 2026, buying an estimated $1.56M and bringing the position to 344,083 shares worth $16.5M. The position accounts for 4.18% of the portfolio, ranked #5.

Peak Financial Management first reported a position in JPIB in Q1 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Peak Financial Management held 344,083 shares of JPMorgan International Bond Opportunities ETF worth $16.5M as of Q1 2026.
  • Peak Financial Management bought 31,968 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $1.56M.
  • JPMorgan International Bond Opportunities ETF made up 4.18% of Peak Financial Management's portfolio in Q1 2026, its #5 holding.
  • Peak Financial Management first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.