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Simplicity Solutions’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Simplicity Solutions’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
2023
Q4 		$6.06M Buy
126,881
+424
+0.3% +$19.5K 0.17% 113
2023
Q3 		$5.75M Buy
126,457
+31,273
+33% +$1.44M 0.18% 103
2023
Q2 		$4.44M Buy
95,184
+5,124
+6% +$241K 0.12% 163
2023
Q1 		$4.27M Buy
+90,060
New +$4.24M 0.11% 170

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Simplicity Solutions's JPIB Position: Q4 2023 in Review

Simplicity Solutions increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.34% in Q4 2023, buying an estimated $19.5K and bringing the position to 126,881 shares worth $6.06M. The position accounts for 0.17% of the portfolio, ranked #113.

Simplicity Solutions first reported a position in JPIB in Q1 2023 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

  • Simplicity Solutions held 126,881 shares of JPMorgan International Bond Opportunities ETF worth $6.06M as of Q4 2023.
  • Simplicity Solutions bought 424 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $19.5K.
  • JPMorgan International Bond Opportunities ETF made up 0.17% of Simplicity Solutions's portfolio in Q4 2023, its #113 holding.
  • Simplicity Solutions first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2023 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.