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 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 $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Wescott Financial Advisory Group's JPIB Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 1.3% in Q1 2026, buying an estimated $3.27K and bringing the position to 5,122 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #175.

Wescott Financial Advisory Group first reported a position in JPIB in Q1 2022 and has held it in 15 quarters since. The position peaked at $246K in Q4 2025. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

Wescott Financial Advisory Group held 5,122 shares of JPMorgan International Bond Opportunities ETF worth $245K as of Q1 2026.
Wescott Financial Advisory Group bought 67 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $3.27K.
JPMorgan International Bond Opportunities ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #175 holding.
Wescott Financial Advisory Group first reported a position in JPMorgan International Bond Opportunities ETF in Q1 2022 and has held it in 15 quarters since.
Wescott Financial Advisory Group's JPMorgan International Bond Opportunities ETF position peaked at $246K in Q4 2025.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.