Wescott Financial Advisory Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Wescott Financial Advisory Group’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	$249K	Buy	5,143 +21	+0.4%	+$1.01K	0.02%	181
2026 Q1	$245K	Buy	5,122 +67	+1%	+$3.27K	0.02%	175
2025 Q4	$246K	Buy	5,055 +59	+1%	+$2.89K	0.02%	167
2025 Q3	$245K	Buy	4,996 +58	+1%	+$2.83K	0.02%	159
2025 Q2	$240K	Buy	4,938 +59	+1%	+$2.83K	0.02%	158
2025 Q1	$234K	Buy	4,879 +58	+1%	+$2.77K	0.02%	155
2024 Q4	$228K	Buy	4,821 +58	+1%	+$2.77K	0.02%	157
2024 Q3	$232K	Buy	4,763 +56	+1%	+$2.69K	0.02%	159
2024 Q2	$222K	Buy	4,707 +54	+1%	+$2.55K	0.03%	158
2024 Q1	$222K	Buy	4,653 +40	+0.9%	+$1.9K	0.03%	151
2023 Q4	$220K	Buy	4,613 +46	+1%	+$2.12K	0.03%	153
2023 Q3	$208K	Buy	4,567 +69	+2%	+$3.18K	0.04%	149
2023 Q2	$210K	Buy	4,498 +50	+1%	+$2.35K	0.04%	152
2023 Q1	$211K	Buy	4,448 +30	+0.7%	+$1.41K	0.05%	147
2022 Q4	$203K	Buy	+4,418	New	+$200K	0.04%	144
2022 Q2	–	Sell	-4,310	Closed	-$211K	–	136
2022 Q1	$211K	Buy	+4,310	New	+$213K	0.05%	120

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wescott Financial Advisory Group's JPIB Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 0.41% in Q2 2026, buying an estimated $1.01K and bringing the position to 5,143 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #181.

Wescott Financial Advisory Group first reported a position in JPIB in Q1 2022 and has held it in 16 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Wescott Financial Advisory Group held 5,143 shares of JPMorgan International Bond Opportunities ETF worth $249K as of Q2 2026.
Wescott Financial Advisory Group bought 21 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $1.01K.
JPMorgan International Bond Opportunities ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #181 holding.
Wescott Financial Advisory Group first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2022 and has held it in 16 quarters since.
245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.