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Vertex Planning Partners’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Vertex Planning 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
2024
Q1 		– Sell
-4,943
Closed -$236K – 156
2023
Q4 		$236K Sell
4,943
-142,996
-97% -$6.59M 0.07% 144
2023
Q3 		$6.73M Buy
147,939
+1,999
+1% +$92.2K 2.32% 11
2023
Q2 		$6.8M Buy
145,940
+58,694
+67% +$2.76M 2.32% 11
2023
Q1 		$4.13M Buy
87,246
+6,419
+8% +$302K 1.56% 11
2022
Q4 		$3.72M Buy
+80,827
New +$3.67M 1.45% 13

Other funds holding JPIB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Vertex Planning Partners's JPIB Position: Q1 2024 in Review

Vertex Planning Partners sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2024, closing a stake of 4,943 shares — an estimated $236K sold.

Vertex Planning Partners first reported a position in JPIB in Q4 2022 and held it in 5 quarters. The position peaked at $6.8M in Q2 2023. 116 funds tracked by Wall St. Rank hold JPIB as of Q1 2024.

  • Vertex Planning Partners reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Vertex Planning Partners sold 4,943 JPMorgan International Bond Opportunities ETF shares in Q1 2024, an estimated $236K.
  • Vertex Planning Partners first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2022 and held it in 5 quarters.
  • Vertex Planning Partners's JPMorgan International Bond Opportunities ETF position peaked at $6.8M in Q2 2023.
  • 116 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2024.

Based on Vertex Planning Partners's 13F filing for Q1 2024, filed 13 May 2024.