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Wealthspire Advisors (New York)’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,269
Closed -$62.2K – 1994
2025
Q3 		$62.2K Buy
+1,269
New +$61.8K ﹤0.01% 1159

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FWA
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HighTower Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s JPIB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2025, closing a stake of 1,269 shares — an estimated $62.2K sold.

Wealthspire Advisors (New York) first reported a position in JPIB in Q3 2025 and held it in 1 quarter. The position peaked at $62.2K in Q3 2025. 210 funds tracked by Wall St. Rank hold JPIB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,269 JPMorgan International Bond Opportunities ETF shares in Q4 2025, an estimated $62.2K.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s JPMorgan International Bond Opportunities ETF position peaked at $62.2K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.