WWM
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Western Wealth Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Western Wealth Management’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
2022
Q4 		– Sell
-6,429
Closed -$285K – 710
2022
Q3 		$285K Buy
6,429
+522
+9% +$23.8K 0.02% 644
2022
Q2 		$266K Buy
+5,907
New +$277K 0.02% 649

Other funds holding JPIB

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Western Wealth Management's JPIB Position: Q4 2022 in Review

Western Wealth Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q4 2022, closing a stake of 6,429 shares — an estimated $285K sold.

Western Wealth Management first reported a position in JPIB in Q2 2022 and held it in 2 quarters. The position peaked at $285K in Q3 2022. 86 funds tracked by Wall St. Rank hold JPIB as of Q4 2022.

  • Western Wealth Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 6,429 JPMorgan International Bond Opportunities ETF shares in Q4 2022, an estimated $285K.
  • Western Wealth Management first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2022 and held it in 2 quarters.
  • Western Wealth Management's JPMorgan International Bond Opportunities ETF position peaked at $285K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.