Summit Wealth Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Sell |
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2022
Q3 | $216K | Sell |
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2022
Q2 | $238K | Sell |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $597K | Buy |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $587K | Sell |
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|
2020
Q2 | $6.85M | Sell |
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|
2020
Q1 | $6.86M | Buy |
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|
2019
Q4 | $7.01M | Buy |
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