WA
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Waverly Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Waverly Advisors’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
Q1 		$3.1M Buy
64,901
+4,357
+7% +$212K 0.02% 539
2025
Q4 		$2.95M Buy
60,544
+10,754
+22% +$526K 0.02% 500
2025
Q3 		$2.44M Sell
49,790
-6,205
-11% -$302K 0.02% 474
2025
Q2 		$2.72M Buy
55,995
+1,500
+3% +$72K 0.03% 431
2025
Q1 		$2.61M Buy
54,495
+4,487
+9% +$214K 0.03% 425
2024
Q4 		$2.36M Buy
50,008
+3,236
+7% +$155K 0.04% 350
2024
Q3 		$2.28M Buy
46,772
+1,924
+4% +$92.3K 0.04% 312
2024
Q2 		$2.11M Buy
44,848
+14,265
+47% +$672K 0.04% 312
2024
Q1 		$1.46M Buy
+30,583
New +$1.45M 0.03% 308

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return