Wescott Financial Advisory Group’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
4,938
+59
| +1% | +$2.87K | 0.02% | 158 |
|
|
2025
Q1 | $234K | Buy |
4,879
+58
| +1% | +$2.78K | 0.02% | 155 |
|
|
2024
Q4 | $228K | Buy |
4,821
+58
| +1% | +$2.74K | 0.02% | 157 |
|
|
2024
Q3 | $232K | Buy |
4,763
+56
| +1% | +$2.72K | 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% | +$1.91K | 0.03% | 151 |
|
|
2023
Q4 | $220K | Buy |
4,613
+46
| +1% | +$2.2K | 0.03% | 153 |
|
|
2023
Q3 | $208K | Buy |
4,567
+69
| +2% | +$3.14K | 0.04% | 149 |
|
|
2023
Q2 | $210K | Buy |
4,498
+50
| +1% | +$2.33K | 0.04% | 152 |
|
|
2023
Q1 | $211K | Buy |
4,448
+30
| +0.7% | +$1.42K | 0.05% | 147 |
|
|
2022
Q4 | $203K | Buy |
+4,418
| New | +$203K | 0.04% | 144 |
|
|
2022
Q2 | – | Sell |
-4,310
| Closed | -$211K | – | 136 |
|
|
2022
Q1 | $211K | Buy |
+4,310
| New | +$211K | 0.05% | 120 |
|