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StrategIQ Financial Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

StrategIQ Financial 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
2023
Q4 		$1.42M Buy
29,773
+8,900
+43% +$410K 0.16% 116
2023
Q3 		$950K Buy
20,873
+3,099
+17% +$143K 0.11% 144
2023
Q2 		$828K Buy
+17,774
New +$837K 0.09% 158

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 $104B AUM 28.3% 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

StrategIQ Financial Group's JPIB Position: Q4 2023 in Review

StrategIQ Financial Group increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 43% in Q4 2023, buying an estimated $410K and bringing the position to 29,773 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #116.

StrategIQ Financial Group first reported a position in JPIB in Q2 2023 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold JPIB as of Q4 2023.

  • StrategIQ Financial Group held 29,773 shares of JPMorgan International Bond Opportunities ETF worth $1.42M as of Q4 2023.
  • StrategIQ Financial Group bought 8,900 JPMorgan International Bond Opportunities ETF shares in Q4 2023, an estimated $410K.
  • JPMorgan International Bond Opportunities ETF made up 0.16% of StrategIQ Financial Group's portfolio in Q4 2023, its #116 holding.
  • StrategIQ Financial Group first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2023 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.