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SageView Advisory Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

SageView Advisory 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 		– Sell
-1,093
Closed -$53.2K – 1546
2025
Q4 		$53.2K Buy
+1,093
New +$53.5K ﹤0.01% 1045

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

SageView Advisory Group's JPIB Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2026, closing a stake of 1,093 shares — an estimated $53.2K sold.

SageView Advisory Group first reported a position in JPIB in Q4 2025 and held it in 1 quarter. The position peaked at $53.2K in Q4 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • SageView Advisory Group reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,093 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $53.2K.
  • SageView Advisory Group first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's JPMorgan International Bond Opportunities ETF position peaked at $53.2K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.