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

Reston 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
2024
Q4 		– Sell
-406
Closed -$19.8K – 246
2024
Q3 		$19.8K Buy
+406
New +$19.5K 0.01% 195

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
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Reston Wealth Management's JPIB Position: Q4 2024 in Review

Reston Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2024, closing a stake of 406 shares — an estimated $19.8K sold.

Reston Wealth Management first reported a position in JPIB in Q3 2024 and held it in 1 quarter. The position peaked at $19.8K in Q3 2024. 125 funds tracked by Wall St. Rank hold JPIB as of Q4 2024.

  • Reston Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 406 JPMorgan International Bond Opportunities ETF shares in Q4 2024, an estimated $19.8K.
  • Reston Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $19.8K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.