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Virtue Capital Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Virtue Capital 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
2024
Q3 		– Sell
-4,498
Closed -$246K – 343
2024
Q2 		$246K Sell
4,498
-856
-16% -$40.4K 0.04% 321
2024
Q1 		$288K Buy
5,354
+1,239
+30% +$58.9K 0.05% 300
2023
Q4 		$215K Buy
+4,115
New +$190K 0.04% 337

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Virtue Capital Management's JPIB Position: Q3 2024 in Review

Virtue Capital Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2024, closing a stake of 4,498 shares — an estimated $246K sold.

Virtue Capital Management first reported a position in JPIB in Q4 2023 and held it in 3 quarters. The position peaked at $288K in Q1 2024. 113 funds tracked by Wall St. Rank hold JPIB as of Q3 2024.

  • Virtue Capital Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2024 after selling out during the quarter.
  • Virtue Capital Management sold 4,498 JPMorgan International Bond Opportunities ETF shares in Q3 2024, an estimated $246K.
  • Virtue Capital Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and held it in 3 quarters.
  • Virtue Capital Management's JPMorgan International Bond Opportunities ETF position peaked at $288K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2024.

Based on Virtue Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.