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Trademark Financial Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Trademark Financial Management’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 		$406K Buy
+8,401
New +$404K 0.17% 82
2024
Q3 		– Sell
-5,141
Closed -$242K – 98
2024
Q2 		$242K Buy
+5,141
New +$242K 0.2% 76

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

Trademark Financial Management's JPIB Position: Q2 2026 in Review

Trademark Financial Management opened a new position in JPMorgan International Bond Opportunities ETF (JPIB) in Q2 2026: 8,401 shares worth $406K. The stake represents 0.17% of the portfolio and ranks #82 among its holdings. This is a return to the name: Trademark Financial Management previously reported a position in JPIB as recently as Q2 2024.

Trademark Financial Management first reported a position in JPIB in Q2 2024 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Trademark Financial Management held 8,401 shares of JPMorgan International Bond Opportunities ETF worth $406K as of Q2 2026.
  • JPMorgan International Bond Opportunities ETF was a new Trademark Financial Management position in Q2 2026.
  • JPMorgan International Bond Opportunities ETF made up 0.17% of Trademark Financial Management's portfolio in Q2 2026, its #82 holding.
  • Trademark Financial Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2024 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.