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Spectrum Wealth Advisory Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Spectrum Wealth Advisory Group’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
Q1 		$4.39M Buy
91,892
+78,774
+601% +$3.84M 1.63% 14
2025
Q4 		$639K Sell
13,118
-98,090
-88% -$4.8M 0.23% 36
2025
Q3 		$5.45M Buy
+111,208
New +$5.42M 2.25% 13

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Spectrum Wealth Advisory Group's JPIB Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 601% in Q1 2026, buying an estimated $3.84M and bringing the position to 91,892 shares worth $4.39M. The position accounts for 1.63% of the portfolio, ranked #14.

Spectrum Wealth Advisory Group first reported a position in JPIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.45M in Q3 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Spectrum Wealth Advisory Group held 91,892 shares of JPMorgan International Bond Opportunities ETF worth $4.39M as of Q1 2026.
  • Spectrum Wealth Advisory Group bought 78,774 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $3.84M.
  • JPMorgan International Bond Opportunities ETF made up 1.63% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Spectrum Wealth Advisory Group first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and has held it in 3 quarters since.
  • Spectrum Wealth Advisory Group's JPMorgan International Bond Opportunities ETF position peaked at $5.45M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.