Wealth Enhancement Advisory Services
JPIB icon

Wealth Enhancement Advisory Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Wealth Enhancement Advisory Services’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 		$968K Buy
20,114
+4,839
+32% +$233K ﹤0.01% 2092
2026
Q1 		$728K Buy
15,275
+9,356
+158% +$456K ﹤0.01% 2033
2025
Q4 		$289K Sell
5,919
-12
-0.2% -$587 ﹤0.01% 2952
2025
Q3 		$289K Buy
5,931
+24
+0.4% +$1.17K ﹤0.01% 2830
2025
Q2 		$286K Buy
5,907
+16
+0.3% +$768 ﹤0.01% 2680
2025
Q1 		$282K Sell
5,891
-6
-0.1% -$286 ﹤0.01% 2494
2024
Q4 		$279K Buy
5,897
+171
+3% +$8.18K ﹤0.01% 2435
2024
Q3 		$279K Buy
5,726
+1,100
+24% +$52.8K ﹤0.01% 2229
2024
Q2 		$218K Buy
4,626
+90
+2% +$4.24K ﹤0.01% 2226
2024
Q1 		$216K Sell
4,536
-2,090
-32% -$99.4K ﹤0.01% 2139
2023
Q4 		$317K Buy
+6,626
New +$305K ﹤0.01% 1779

Other funds holding JPIB

FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPIB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 32% in Q2 2026, buying an estimated $233K and bringing the position to 20,114 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Wealth Enhancement Advisory Services first reported a position in JPIB in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,114 shares of JPMorgan International Bond Opportunities ETF worth $968K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,839 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $233K.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2092 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.