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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
Q2 		$3.18M Buy
65,677
+776
+1% +$37.3K 0.02% 577
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 $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

Waverly Advisors's JPIB Position: Q2 2026 in Review

Waverly Advisors increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.2% in Q2 2026, buying an estimated $37.3K and bringing the position to 65,677 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #577.

Waverly Advisors first reported a position in JPIB in Q1 2024 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Waverly Advisors held 65,677 shares of JPMorgan International Bond Opportunities ETF worth $3.18M as of Q2 2026.
  • Waverly Advisors bought 776 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $37.3K.
  • JPMorgan International Bond Opportunities ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #577 holding.
  • Waverly Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2024 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.