Sigma Planning Corp’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Sigma Planning Corp’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	$291K	Buy	6,020 +301	+5%	+$14.5K	0.01%	1139
2026 Q1	$273K	Buy	5,719 +1,061	+23%	+$51.7K	0.01%	1090
2025 Q4	$227K	Sell	4,658 -307	-6%	-$15K	0.01%	1156
2025 Q3	$243K	Buy	4,965 +37	+0.8%	+$1.8K	0.01%	1127
2025 Q2	$240K	Buy	4,928 +1	+0%	+$48	0.01%	1088
2025 Q1	$236K	Sell	4,927 -656	-12%	-$31.3K	0.01%	1054
2024 Q4	$264K	Buy	5,583 +73	+1%	+$3.49K	0.01%	983
2024 Q3	$268K	Sell	5,510 -23,827	-81%	-$1.14M	0.01%	1001
2024 Q2	$1.38M	Buy	29,337 +1,934	+7%	+$91.2K	0.04%	381
2024 Q1	$1.3M	Buy	27,403 +16,265	+146%	+$773K	0.04%	424
2023 Q4	$532K	Sell	11,138 -9,462	-46%	-$436K	0.04%	437
2023 Q3	$937K	Buy	20,600 +1,961	+11%	+$90.5K	0.04%	482
2023 Q2	$869K	Buy	+18,639	New	+$877K	0.03%	520

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 $103B AUM 28.65% 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

Sigma Planning Corp's JPIB Position: Q2 2026 in Review

Sigma Planning Corp increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 5.3% in Q2 2026, buying an estimated $14.5K and bringing the position to 6,020 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1139.

Sigma Planning Corp first reported a position in JPIB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2024. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Sigma Planning Corp held 6,020 shares of JPMorgan International Bond Opportunities ETF worth $291K as of Q2 2026.
Sigma Planning Corp bought 301 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $14.5K.
JPMorgan International Bond Opportunities ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1139 holding.
Sigma Planning Corp first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
Sigma Planning Corp's JPMorgan International Bond Opportunities ETF position peaked at $1.38M in Q2 2024.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.