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Raymond James & Associates’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Raymond James & Associates’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
Q3 		$1.58M Sell
32,454
-560
-2% -$26.9K ﹤0.01% 2382
2024
Q2 		$1.56M Sell
33,014
-9,044
-22% -$426K ﹤0.01% 2305
2024
Q1 		$2M Buy
42,058
+20,831
+98% +$990K ﹤0.01% 2159
2023
Q4 		$1.01M Buy
21,227
+1,967
+10% +$90.6K ﹤0.01% 2508
2023
Q3 		$876K Hold
19,260
– – ﹤0.01% 2544
2023
Q2 		$898K Hold
19,260
– – ﹤0.01% 2539
2023
Q1 		$912K Hold
19,260
– – ﹤0.01% 2507
2022
Q4 		$886K Sell
19,260
-2,769
-13% -$126K ﹤0.01% 2502
2022
Q3 		$980K Hold
22,029
– – ﹤0.01% 2398
2022
Q2 		$990K Hold
22,029
– – ﹤0.01% 2455
2022
Q1 		$1.08M Buy
+22,029
New +$1.09M ﹤0.01% 2540

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James & Associates's JPIB Position: Q3 2024 in Review

Raymond James & Associates reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.7% in Q3 2024, selling an estimated $26.9K and leaving 32,454 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Raymond James & Associates first reported a position in JPIB in Q1 2022 and has held it in 11 quarters since. The position peaked at $2M in Q1 2024. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Raymond James & Associates held 32,454 shares of JPMorgan International Bond Opportunities ETF worth $1.58M as of Q3 2024.
  • Raymond James & Associates sold 560 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $26.9K.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2382 holding.
  • Raymond James & Associates first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2022 and has held it in 11 quarters since.
  • Raymond James & Associates's JPMorgan International Bond Opportunities ETF position peaked at $2M in Q1 2024.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.