TCFP
JPIB icon

Treasure Coast Financial Planning’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Treasure Coast Financial Planning’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 		$6.47M Sell
133,875
-527
-0.4% -$25.3K 3.16% 12
2026
Q1 		$6.43M Buy
134,402
+5,502
+4% +$268K 3.31% 12
2025
Q4 		$6.28M Buy
128,900
+4,866
+4% +$238K 3.33% 11
2025
Q3 		$6.08M Buy
124,034
+1,936
+2% +$94.3K 3.39% 10
2025
Q2 		$5.94M Buy
122,098
+2,160
+2% +$104K 3.46% 9
2025
Q1 		$5.74M Buy
119,938
+3,641
+3% +$174K 3.56% 9
2024
Q4 		$5.5M Sell
116,297
-5,840
-5% -$279K 3.62% 9
2024
Q3 		$5.94M Buy
122,137
+3,493
+3% +$168K 3.67% 9
2024
Q2 		$5.59M Buy
118,644
+4,780
+4% +$225K 3.69% 9
2024
Q1 		$5.42M Buy
113,864
+4,943
+5% +$235K 3.55% 10
2023
Q4 		$5.21M Buy
108,921
+384
+0.4% +$17.7K 3.63% 11
2023
Q3 		$4.94M Buy
108,537
+481
+0.4% +$22.2K 3.43% 13
2023
Q2 		$5.04M Buy
108,056
+34,447
+47% +$1.62M 3.4% 12
2023
Q1 		$3.49M Buy
+73,609
New +$3.46M 2.44% 14

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

Treasure Coast Financial Planning's JPIB Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.39% in Q2 2026, selling an estimated $25.3K and leaving 133,875 shares worth $6.47M. The position accounts for 3.16% of the portfolio, ranked #12.

Treasure Coast Financial Planning first reported a position in JPIB in Q1 2023 and has held it in 14 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Treasure Coast Financial Planning held 133,875 shares of JPMorgan International Bond Opportunities ETF worth $6.47M as of Q2 2026.
  • Treasure Coast Financial Planning sold 527 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $25.3K.
  • JPMorgan International Bond Opportunities ETF made up 3.16% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Treasure Coast Financial Planning first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2023 and has held it in 14 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.