Sage Financial Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Sage Financial Group’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
2026 Q1	$264K	Hold	5,516	–	–	0.02%	98
2025 Q4	$269K	Hold	5,516	–	–	0.02%	95
2025 Q3	$270K	Hold	5,516	–	–	0.02%	93
2025 Q2	$268K	Hold	5,516	–	–	0.02%	93
2025 Q1	$264K	Hold	5,516	–	–	0.02%	92
2024 Q4	$261K	Buy	5,516 +63	+1%	+$3.01K	0.02%	91
2024 Q3	$265K	Hold	5,453	–	–	0.02%	95
2024 Q2	$257K	Buy	5,453 +1,245	+30%	+$58.7K	0.02%	94
2024 Q1	$200K	Hold	4,208	–	–	0.02%	102
2023 Q4	$201K	Buy	+4,208	New	+$194K	0.02%	101

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Sage Financial Group's JPIB Position: Q1 2026 in Review

Sage Financial Group held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q1 2026 at 5,516 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #98.

Sage Financial Group first reported a position in JPIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $270K in Q3 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

Sage Financial Group held 5,516 shares of JPMorgan International Bond Opportunities ETF worth $264K as of Q1 2026.
Sage Financial Group left its JPMorgan International Bond Opportunities ETF share count unchanged in Q1 2026.
JPMorgan International Bond Opportunities ETF made up 0.02% of Sage Financial Group's portfolio in Q1 2026, its #98 holding.
Sage Financial Group first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
Sage Financial Group's JPMorgan International Bond Opportunities ETF position peaked at $270K in Q3 2025.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.