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

Simplicity Wealth’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 		$710K Buy
+14,695
New +$707K 0.02% 530
2024
Q3 		– Sell
-139,956
Closed -$6.6M – 857
2024
Q2 		$6.6M Buy
139,956
+5,915
+4% +$279K 0.15% 143
2024
Q1 		$6.38M Buy
+134,041
New +$6.37M 0.15% 136

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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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
PA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Simplicity Wealth's JPIB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026: 14,695 shares worth $710K. The stake represents 0.02% of the portfolio and ranks #530 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in JPIB as recently as Q2 2024.

Simplicity Wealth first reported a position in JPIB in Q1 2024 and has held it in 3 quarters since. The position peaked at $6.6M in Q2 2024. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Simplicity Wealth held 14,695 shares of JPMorgan International Bond Opportunities ETF worth $710K as of Q2 2026.
  • JPMorgan International Bond Opportunities ETF was a new Simplicity Wealth position in Q2 2026.
  • JPMorgan International Bond Opportunities ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #530 holding.
  • Simplicity Wealth first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's JPMorgan International Bond Opportunities ETF position peaked at $6.6M in Q2 2024.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.