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

Prosperity 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
2025 Q4	$450K	Buy	9,230 +437	+5%	+$21.4K	0.15%	149
2025 Q3	$431K	Buy	8,793 +1,332	+18%	+$64.9K	0.15%	149
2025 Q2	$363K	Buy	7,461 +514	+7%	+$24.7K	0.13%	155
2025 Q1	$333K	Sell	6,947 -1,026	-13%	-$49K	0.16%	131
2024 Q4	$377K	Buy	7,973 +734	+10%	+$35.1K	0.16%	130
2024 Q3	$352K	Buy	7,239 +1,098	+18%	+$52.7K	0.14%	118
2024 Q2	$289K	Buy	6,141 +754	+14%	+$35.5K	0.14%	132
2024 Q1	$257K	Buy	5,387 +776	+17%	+$36.9K	0.12%	120
2023 Q4	$220K	Buy	+4,611	New	+$212K	0.14%	122

Other funds holding JPIB

APP

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

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Prosperity Wealth Management's JPIB Position: Q4 2025 in Review

Prosperity Wealth Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 5% in Q4 2025, buying an estimated $21.4K and bringing the position to 9,230 shares worth $450K. The position accounts for 0.15% of the portfolio, ranked #149.

Prosperity Wealth Management first reported a position in JPIB in Q4 2023 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold JPIB as of Q4 2025.

Prosperity Wealth Management held 9,230 shares of JPMorgan International Bond Opportunities ETF worth $450K as of Q4 2025.
Prosperity Wealth Management bought 437 JPMorgan International Bond Opportunities ETF shares in Q4 2025, an estimated $21.4K.
JPMorgan International Bond Opportunities ETF made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #149 holding.
Prosperity Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and has held it in 9 quarters since.
210 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.