Quantitative Advantage’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Quantitative Advantage’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
2023 Q1	$7.35M	Buy	155,144 +907	+0.6%	+$42.7K	1.07%	27
2022 Q4	$7.09M	Sell	154,237 -473	-0.3%	-$21.4K	1.09%	28
2022 Q3	$6.88M	Buy	154,710 +78,794	+104%	+$3.6M	1.21%	26
2022 Q2	$3.41M	Sell	75,916 -5,050	-6%	-$237K	0.59%	42
2022 Q1	$3.96M	Buy	80,966 +454	+0.6%	+$22.4K	0.61%	39
2021 Q4	$4.08M	Sell	80,512 -69	-0.1%	-$3.5K	0.63%	36
2021 Q3	$4.14M	Sell	80,581 -1,360	-2%	-$70K	0.7%	35
2021 Q2	$4.22M	Sell	81,941 -5,347	-6%	-$275K	0.73%	33
2021 Q1	$4.48M	Sell	87,288 -30,479	-26%	-$1.57M	0.87%	31
2020 Q4	$6.11M	Sell	117,767 -994	-0.8%	-$50.8K	1.29%	26
2020 Q3	$5.98M	Buy	118,761 +7,046	+6%	+$356K	1.46%	27
2020 Q2	$5.55M	Buy	111,715 +4,121	+4%	+$199K	1.49%	25
2020 Q1	$5.07M	Sell	107,594 -89,653	-45%	-$4.43M	1.55%	20
2019 Q4	$9.87M	Buy	197,247 +13,818	+8%	+$704K	2.52%	15
2019 Q3	$9.38M	Buy	183,429 +4,788	+3%	+$244K	2.58%	12
2019 Q2	$9.04M	Buy	178,641 +8,496	+5%	+$422K	2.51%	13
2019 Q1	$8.35M	Buy	170,145 +7,007	+4%	+$340K	2.42%	13
2018 Q4	$7.72M	Sell	163,138 -3,140	-2%	-$155K	2.44%	13
2018 Q3	$8.33M	Sell	166,278 -1,179	-0.7%	-$59K	2.32%	17
2018 Q2	$8.32M	Buy	+167,457	New	+$8.41M	2.42%	18

Other funds holding JPIB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Hyperion Partners Berwyn, Pennsylvania $157M AUM 26.73% 1-Year Est. Return

Quantitative Advantage's JPIB Position: Q1 2023 in Review

Quantitative Advantage increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.59% in Q1 2023, buying an estimated $42.7K and bringing the position to 155,144 shares worth $7.35M. The position accounts for 1.07% of the portfolio, ranked #27.

Quantitative Advantage first reported a position in JPIB in Q2 2018 and has held it in 20 quarters since. The position peaked at $9.87M in Q4 2019. 85 funds tracked by Wall St. Rank hold JPIB as of Q1 2023.

Quantitative Advantage held 155,144 shares of JPMorgan International Bond Opportunities ETF worth $7.35M as of Q1 2023.
Quantitative Advantage bought 907 JPMorgan International Bond Opportunities ETF shares in Q1 2023, an estimated $42.7K.
JPMorgan International Bond Opportunities ETF made up 1.07% of Quantitative Advantage's portfolio in Q1 2023, its #27 holding.
Quantitative Advantage first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2018 and has held it in 20 quarters since.
Quantitative Advantage's JPMorgan International Bond Opportunities ETF position peaked at $9.87M in Q4 2019.
85 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.