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

Pine Harbor 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
2026
Q2 		$1.78M Hold
36,881
– – 0.48% 25
2026
Q1 		$1.76M Hold
36,881
– – 0.53% 24
2025
Q4 		$1.8M Hold
36,881
– – 0.55% 23
2025
Q3 		$1.81M Hold
36,881
– – 0.58% 24
2025
Q2 		$1.79M Buy
+36,881
New +$1.77M 0.63% 23

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

Pine Harbor Wealth Management's JPIB Position: Q2 2026 in Review

Pine Harbor Wealth Management held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q2 2026 at 36,881 shares worth $1.78M. The position accounts for 0.48% of the portfolio, ranked #25.

Pine Harbor Wealth Management first reported a position in JPIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q3 2025. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Pine Harbor Wealth Management held 36,881 shares of JPMorgan International Bond Opportunities ETF worth $1.78M as of Q2 2026.
  • Pine Harbor Wealth Management left its JPMorgan International Bond Opportunities ETF share count unchanged in Q2 2026.
  • JPMorgan International Bond Opportunities ETF made up 0.48% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Pine Harbor Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • Pine Harbor Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $1.81M in Q3 2025.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.