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Perigon Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Perigon Wealth 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
2024
Q1 		– Sell
-4,265
Closed -$204K – 878
2023
Q4 		$204K Buy
+4,265
New +$196K 0.01% 782

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Perigon Wealth Management's JPIB Position: Q1 2024 in Review

Perigon Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2024, closing a stake of 4,265 shares — an estimated $204K sold.

Perigon Wealth Management first reported a position in JPIB in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 116 funds tracked by Wall St. Rank hold JPIB as of Q1 2024.

  • Perigon Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 4,265 JPMorgan International Bond Opportunities ETF shares in Q1 2024, an estimated $204K.
  • Perigon Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and held it in 1 quarter.
  • Perigon Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $204K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2024.

Based on Perigon Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.