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Peterson Wealth Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Peterson Wealth Advisors’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
Q2 		$9.6M Buy
198,525
+7,068
+4% +$340K 1.13% 18
2026
Q1 		$9.16M Buy
191,457
+8,252
+5% +$402K 1.22% 17
2025
Q4 		$8.92M Buy
183,205
+2,500
+1% +$122K 1.19% 18
2025
Q3 		$8.82M Buy
180,705
+15,868
+10% +$773K 1.32% 16
2025
Q2 		$8.01M Buy
164,837
+3,226
+2% +$155K 1.32% 15
2025
Q1 		$7.64M Buy
161,611
+4,381
+3% +$209K 1.48% 15
2024
Q4 		$7.45M Sell
157,230
-1,432
-0.9% -$68.5K 1.34% 14
2024
Q3 		$7.72M Buy
158,662
+9,523
+6% +$457K 1.46% 13
2024
Q2 		$7.03M Buy
149,139
+15,415
+12% +$727K 1.47% 12
2024
Q1 		$6.37M Buy
133,724
+4,139
+3% +$197K 1.35% 12
2023
Q4 		$6.19M Sell
129,585
-686
-0.5% -$31.6K 1.47% 13
2023
Q3 		$5.93M Sell
130,271
-760
-0.6% -$35.1K 1.59% 12
2023
Q2 		$6.08M Sell
131,031
-17,585
-12% -$828K 1.61% 12
2023
Q1 		$7.04M Sell
148,616
-5,787
-4% -$272K 1.94% 11
2022
Q4 		$7.1M Sell
154,403
-11,541
-7% -$523K 2.14% 10
2022
Q3 		$7.38M Buy
165,944
+3,269
+2% +$149K 2.48% 10
2022
Q2 		$7.31M Buy
162,675
+3,417
+2% +$160K 2.41% 9
2022
Q1 		$7.79M Buy
159,258
+3,902
+3% +$193K 2.31% 9
2021
Q4 		$7.87M Buy
155,356
+7,157
+5% +$364K 2.27% 9
2021
Q3 		$7.61M Buy
148,199
+18,661
+14% +$961K 2.52% 9
2021
Q2 		$6.67M Buy
129,538
+15,160
+13% +$780K 2.37% 9
2021
Q1 		$5.87M Buy
114,378
+4,940
+5% +$255K 2.39% 9
2020
Q4 		$5.68M Buy
109,438
+6,959
+7% +$356K 2.5% 9
2020
Q3 		$5.16M Buy
102,479
+1,736
+2% +$87.8K 2.64% 8
2020
Q2 		$5M Buy
100,743
+1,283
+1% +$61.9K 2.67% 9
2020
Q1 		$4.69M Buy
99,460
+9,113
+10% +$450K 3.04% 9
2019
Q4 		$4.52M Buy
90,347
+3,504
+4% +$179K 2.58% 10
2019
Q3 		$4.44M Buy
86,843
+2,477
+3% +$126K 2.72% 10
2019
Q2 		$4.27M Buy
84,366
+3,326
+4% +$165K 2.7% 10
2019
Q1 		$4M Buy
81,040
+8,035
+11% +$390K 2.68% 10
2018
Q4 		$3.45M Buy
73,005
+6,552
+10% +$324K 2.74% 11
2018
Q3 		$3.33M Buy
66,453
+8,152
+14% +$408K 2.43% 11
2018
Q2 		$2.9M Buy
58,301
+3,125
+6% +$157K 2.35% 11
2018
Q1 		$2.78M Buy
55,176
+37,708
+216% +$1.92M 2.3% 10
2017
Q4 		$894K Buy
+17,468
New +$900K 0.81% 21

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Peterson Wealth Advisors's JPIB Position: Q2 2026 in Review

Peterson Wealth Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 3.7% in Q2 2026, buying an estimated $340K and bringing the position to 198,525 shares worth $9.6M. The position accounts for 1.13% of the portfolio, ranked #18.

Peterson Wealth Advisors first reported a position in JPIB in Q4 2017 and has held it in 35 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Peterson Wealth Advisors held 198,525 shares of JPMorgan International Bond Opportunities ETF worth $9.6M as of Q2 2026.
  • Peterson Wealth Advisors bought 7,068 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $340K.
  • JPMorgan International Bond Opportunities ETF made up 1.13% of Peterson Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Peterson Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2017 and has held it in 35 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.