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Smallwood Wealth Investment Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Smallwood Wealth Investment Management’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 		$469K Buy
9,696
+1,395
+17% +$67.1K 0.2% 52
2026
Q1 		$397K Buy
8,301
+170
+2% +$8.28K 0.21% 49
2025
Q4 		$396K Buy
8,131
+422
+5% +$20.6K 0.21% 54
2025
Q3 		$378K Buy
7,709
+2,038
+36% +$99.3K 0.19% 58
2025
Q2 		$276K Buy
5,671
+945
+20% +$45.3K 0.16% 68
2025
Q1 		$226K Buy
+4,726
New +$226K 0.14% 69

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's JPIB Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 17% in Q2 2026, buying an estimated $67.1K and bringing the position to 9,696 shares worth $469K. The position accounts for 0.2% of the portfolio, ranked #52.

Smallwood Wealth Investment Management first reported a position in JPIB in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Smallwood Wealth Investment Management held 9,696 shares of JPMorgan International Bond Opportunities ETF worth $469K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1,395 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $67.1K.
  • JPMorgan International Bond Opportunities ETF made up 0.2% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #52 holding.
  • Smallwood Wealth Investment Management first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.