Saxon Interests’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Saxon Interests’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 Q2	$605K	Buy	12,503 +283	+2%	+$13.6K	0.17%	137
2026 Q1	$584K	Hold	12,220	–	–	0.2%	128
2025 Q4	$595K	Sell	12,220 -112	-0.9%	-$5.48K	0.21%	107
2025 Q3	$602K	Buy	12,332 +904	+8%	+$44K	0.24%	86
2025 Q2	$547K	Hold	11,428	–	–	0.26%	88
2025 Q1	$547K	Buy	11,428 +15	+0.1%	+$716	0.26%	88
2024 Q4	$539K	Sell	11,413 -218	-2%	-$10.4K	0.24%	96
2024 Q3	$566K	Sell	11,631 -131	-1%	-$6.28K	0.26%	91
2024 Q2	$554K	Sell	11,762 -1,099	-9%	-$51.8K	0.26%	90
2024 Q1	$612K	Sell	12,861 -16,764	-57%	-$797K	0.29%	87
2023 Q4	$1.42M	Buy	+29,625	New	+$1.36M	0.71%	34
2023 Q3	–	Sell	-65,993	Closed	-$3.08M	–	139
2023 Q2	$3.08M	Sell	65,993 -3,291	-5%	-$155K	1.65%	10
2023 Q1	$3.28M	Buy	69,284 +362	+0.5%	+$17K	1.85%	8
2022 Q4	$3.21M	Buy	+68,922	New	+$3.13M	1.83%	10

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Saxon Interests's JPIB Position: Q2 2026 in Review

Saxon Interests increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 2.3% in Q2 2026, buying an estimated $13.6K and bringing the position to 12,503 shares worth $605K. The position accounts for 0.17% of the portfolio, ranked #137.

Saxon Interests first reported a position in JPIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.28M in Q1 2023. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Saxon Interests held 12,503 shares of JPMorgan International Bond Opportunities ETF worth $605K as of Q2 2026.
Saxon Interests bought 283 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $13.6K.
JPMorgan International Bond Opportunities ETF made up 0.17% of Saxon Interests's portfolio in Q2 2026, its #137 holding.
Saxon Interests first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and has held it in 14 quarters since.
Saxon Interests's JPMorgan International Bond Opportunities ETF position peaked at $3.28M in Q1 2023.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.