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

Raymond James Trust’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
2022 Q1	–	Sell	-4,949	Closed	-$251K	–	1187
2021 Q4	$251K	Buy	4,949 +80	+2%	+$4.06K	0.01%	986
2021 Q3	$250K	Buy	4,869 +464	+11%	+$23.9K	0.01%	939
2021 Q2	$227K	Hold	4,405	–	–	0.01%	992
2021 Q1	$226K	Hold	4,405	–	–	0.01%	972
2020 Q4	$229K	Sell	4,405 -240	-5%	-$12.3K	0.01%	902
2020 Q3	$234K	Buy	+4,645	New	+$235K	0.01%	814

Other funds holding JPIB

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WCM

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Raymond James Trust's JPIB Position: Q1 2022 in Review

Raymond James Trust sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2022, closing a stake of 4,949 shares — an estimated $251K sold.

Raymond James Trust first reported a position in JPIB in Q3 2020 and held it in 6 quarters. The position peaked at $251K in Q4 2021. 68 funds tracked by Wall St. Rank hold JPIB as of Q1 2022.

Raymond James Trust reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2022 after selling out during the quarter.
Raymond James Trust sold 4,949 JPMorgan International Bond Opportunities ETF shares in Q1 2022, an estimated $251K.
Raymond James Trust first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2020 and held it in 6 quarters.
Raymond James Trust's JPMorgan International Bond Opportunities ETF position peaked at $251K in Q4 2021.
68 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2022.

Based on Raymond James Trust's 13F filing for Q1 2022, filed 12 May 2022.