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SYM Financial Corp’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

SYM Financial Corp’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
Q2 		$2.44M Buy
50,530
+1,096
+2% +$52.7K 0.2% 31
2026
Q1 		$2.36M Buy
49,434
+5,703
+13% +$278K 0.24% 30
2025
Q4 		$2.13M Buy
43,731
+1,861
+4% +$91K 0.22% 32
2025
Q3 		$2.05M Buy
41,870
+3,948
+10% +$192K 0.22% 32
2025
Q2 		$1.84M Buy
37,922
+4,136
+12% +$198K 0.21% 31
2025
Q1 		$1.62M Buy
33,786
+214
+0.6% +$10.2K 0.2% 30
2024
Q4 		$1.59M Sell
33,572
-350
-1% -$16.7K 0.21% 32
2024
Q3 		$1.65M Buy
33,922
+1,877
+6% +$90K 0.22% 35
2024
Q2 		$1.51M Sell
32,045
-1,036
-3% -$48.8K 0.24% 29
2024
Q1 		$1.58M Buy
33,081
+4,888
+17% +$232K 0.26% 25
2023
Q4 		$1.35M Buy
28,193
+16,509
+141% +$761K 0.22% 27
2023
Q3 		$532K Buy
11,684
+362
+3% +$16.7K 0.09% 42
2023
Q2 		$528K Buy
11,322
+163
+1% +$7.67K 0.11% 32
2023
Q1 		$528K Buy
11,159
+2
+0% +$94 0.12% 29
2022
Q4 		$513K Buy
11,157
+288
+3% +$13.1K 0.12% 32
2022
Q3 		$483K Buy
10,869
+1,263
+13% +$57.7K 0.23% 31
2022
Q2 		$432K Buy
9,606
+2,066
+27% +$96.9K 0.2% 30
2022
Q1 		$369K Buy
7,540
+2,491
+49% +$123K 0.16% 32
2021
Q4 		$256K Buy
5,049
+422
+9% +$21.4K 0.1% 43
2021
Q3 		$238K Buy
4,627
+1,735
+60% +$89.3K 0.14% 45
2021
Q2 		$149K Buy
2,892
+706
+32% +$36.3K 0.09% 53
2021
Q1 		$112K Buy
2,186
+83
+4% +$4.28K 0.06% 56
2020
Q4 		$109K Buy
2,103
+10
+0.5% +$512 0.08% 50
2020
Q3 		$105K Buy
2,093
+680
+48% +$34.4K 0.08% 45
2020
Q2 		$70K Buy
1,413
+1,403
+14,030% +$67.6K 0.06% 44
2020
Q1 		$0 Buy
+10
New +$494 ﹤0.01% 82

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SYM Financial Corp's JPIB Position: Q2 2026 in Review

SYM Financial Corp increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 2.2% in Q2 2026, buying an estimated $52.7K and bringing the position to 50,530 shares worth $2.44M. The position accounts for 0.2% of the portfolio, ranked #31.

SYM Financial Corp first reported a position in JPIB in Q1 2020 and has held it in 26 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • SYM Financial Corp held 50,530 shares of JPMorgan International Bond Opportunities ETF worth $2.44M as of Q2 2026.
  • SYM Financial Corp bought 1,096 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $52.7K.
  • JPMorgan International Bond Opportunities ETF made up 0.2% of SYM Financial Corp's portfolio in Q2 2026, its #31 holding.
  • SYM Financial Corp first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.