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Sowell Financial Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-55
Closed -$3K – 2772
2020
Q3 		$3K Hold
55
– – ﹤0.01% 2130
2020
Q2 		$3K Sell
55
-98
-64% -$4.72K ﹤0.01% 2048
2020
Q1 		$7K Buy
153
+4
+3% +$198 ﹤0.01% 1717
2019
Q4 		$7K Buy
149
+54
+57% +$2.75K ﹤0.01% 1799
2019
Q3 		$5K Buy
+95
New +$4.85K ﹤0.01% 1767
2018
Q1 		– Sell
-16,045
Closed -$826K – 292
2017
Q4 		$826K Buy
+16,045
New +$827K 0.2% 110

Other funds holding JPIB

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Sowell Financial Services's JPIB Position: Q4 2020 in Review

Sowell Financial Services sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2020, closing a stake of 55 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in JPIB in Q4 2017 and held it in 6 quarters. The position peaked at $826K in Q4 2017. 47 funds tracked by Wall St. Rank hold JPIB as of Q4 2020.

  • Sowell Financial Services reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 55 JPMorgan International Bond Opportunities ETF shares in Q4 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2017 and held it in 6 quarters.
  • Sowell Financial Services's JPMorgan International Bond Opportunities ETF position peaked at $826K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.