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WCG Wealth Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

WCG Wealth 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
2025
Q1 		– Sell
-11,242
Closed -$531K – 309
2024
Q4 		$531K Buy
+11,242
New +$538K 0.04% 253

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M 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
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCG Wealth Advisors's JPIB Position: Q1 2025 in Review

WCG Wealth Advisors sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q1 2025, closing a stake of 11,242 shares — an estimated $531K sold.

WCG Wealth Advisors first reported a position in JPIB in Q4 2024 and held it in 1 quarter. The position peaked at $531K in Q4 2024. 128 funds tracked by Wall St. Rank hold JPIB as of Q1 2025.

  • WCG Wealth Advisors reported no remaining JPMorgan International Bond Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,242 JPMorgan International Bond Opportunities ETF shares in Q1 2025, an estimated $531K.
  • WCG Wealth Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • WCG Wealth Advisors's JPMorgan International Bond Opportunities ETF position peaked at $531K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.