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Summit Wealth Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Summit Wealth Partners’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
Q1 		– Sell
-4,575
Closed -$210K – 188
2022
Q4 		$210K Sell
4,575
-289
-6% -$13.1K 0.06% 168
2022
Q3 		$216K Sell
4,864
-442
-8% -$20.2K 0.06% 148
2022
Q2 		$238K Sell
5,306
-4,739
-47% -$222K 0.06% 144
2022
Q1 		$491K Sell
10,045
-3,440
-26% -$170K 0.11% 97
2021
Q4 		$683K Sell
13,485
-79
-0.6% -$4.01K 0.15% 77
2021
Q3 		$697K Buy
13,564
+1,886
+16% +$97.1K 0.16% 72
2021
Q2 		$602K Buy
11,678
+43
+0.4% +$2.21K 0.14% 83
2021
Q1 		$597K Buy
11,635
+1,377
+13% +$71K 0.15% 82
2020
Q4 		$532K Sell
10,258
-1,406
-12% -$71.9K 0.14% 84
2020
Q3 		$587K Sell
11,664
-126,235
-92% -$6.39M 0.18% 80
2020
Q2 		$6.85M Sell
137,899
-7,551
-5% -$364K 2.21% 13
2020
Q1 		$6.86M Buy
145,450
+5,239
+4% +$259K 2.79% 13
2019
Q4 		$7.01M Buy
+140,211
New +$7.15M 2.43% 15

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Summit Wealth Partners's JPIB Position: Q1 2023 in Review

Summit Wealth Partners sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2023, closing a stake of 4,575 shares — an estimated $210K sold.

Summit Wealth Partners first reported a position in JPIB in Q4 2019 and held it in 13 quarters. The position peaked at $7.01M in Q4 2019. 85 funds tracked by Wall St. Rank hold JPIB as of Q1 2023.

  • Summit Wealth Partners reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 4,575 JPMorgan International Bond Opportunities ETF shares in Q1 2023, an estimated $210K.
  • Summit Wealth Partners first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2019 and held it in 13 quarters.
  • Summit Wealth Partners's JPMorgan International Bond Opportunities ETF position peaked at $7.01M in Q4 2019.
  • 85 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.