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Raymond James Financial Services Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$13.4M Buy
274,710
+10,358
+4% +$497K 0.02% 732
2024
Q2 		$12.5M Buy
264,352
+211,819
+403% +$9.98M 0.02% 718
2024
Q1 		$2.5M Buy
52,533
+5,259
+11% +$250K ﹤0.01% 1533
2023
Q4 		$2.26M Buy
47,274
+8,306
+21% +$383K ﹤0.01% 1511
2023
Q3 		$1.77M Buy
38,968
+28,395
+269% +$1.31M ﹤0.01% 1566
2023
Q2 		$493K Buy
10,573
+20
+0.2% +$941 ﹤0.01% 2364
2023
Q1 		$500K Sell
10,553
-96
-0.9% -$4.51K ﹤0.01% 2339
2022
Q4 		$490K Buy
10,649
+36
+0.3% +$1.63K ﹤0.01% 2276
2022
Q3 		$472K Buy
10,613
+269
+3% +$12.3K ﹤0.01% 2282
2022
Q2 		$465K Buy
+10,344
New +$485K ﹤0.01% 2327
2021
Q4 		– Sell
-4,100
Closed -$211K – 3383
2021
Q3 		$211K Hold
4,100
– – ﹤0.01% 2943
2021
Q2 		$211K Sell
4,100
-100
-2% -$5.14K ﹤0.01% 2982
2021
Q1 		$215K Hold
4,200
– – ﹤0.01% 2860
2020
Q4 		$218K Hold
4,200
– – ﹤0.01% 2660
2020
Q3 		$211K Buy
4,200
+100
+2% +$5.06K ﹤0.01% 2512
2020
Q2 		$204K Buy
+4,100
New +$198K ﹤0.01% 2485
2020
Q1 		– Sell
-4,100
Closed -$205K – 2652
2019
Q4 		$205K Hold
4,100
– – ﹤0.01% 2554
2019
Q3 		$210K Hold
4,100
– – ﹤0.01% 2468
2019
Q2 		$208K Hold
4,100
– – ﹤0.01% 2517
2019
Q1 		$201K Buy
+4,100
New +$199K ﹤0.01% 2495

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 $1.37T AUM 24.88% 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 $353M AUM 12.98% 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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Raymond James Financial Services Advisors's JPIB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 3.9% in Q3 2024, buying an estimated $497K and bringing the position to 274,710 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #732.

Raymond James Financial Services Advisors first reported a position in JPIB in Q1 2019 and has held it in 20 quarters since. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Raymond James Financial Services Advisors held 274,710 shares of JPMorgan International Bond Opportunities ETF worth $13.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 10,358 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $497K.
  • JPMorgan International Bond Opportunities ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #732 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2019 and has held it in 20 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.