Wetzel Investment Advisors’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Wetzel Investment Advisors’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	$275K	Sell	5,693 -721	-11%	-$34.7K	0.1%	112
2026 Q1	$307K	Sell	6,414 -68	-1%	-$3.31K	0.12%	97
2025 Q4	$317K	Sell	6,482 -190	-3%	-$9.29K	0.13%	96
2025 Q3	$327K	Sell	6,672 -277	-4%	-$13.5K	0.14%	89
2025 Q2	$338K	Sell	6,949 -17,834	-72%	-$856K	0.15%	89
2025 Q1	$1.19M	Buy	24,783 +1,951	+9%	+$93.1K	0.6%	35
2024 Q4	$1.08M	Buy	22,832 +1,350	+6%	+$64.6K	0.54%	37
2024 Q3	$1.05M	Sell	21,482 -29,960	-58%	-$1.44M	0.53%	37
2024 Q2	$2.45M	Buy	51,442 +146	+0.3%	+$6.88K	1.4%	17
2024 Q1	$2.4M	Sell	51,296 -124	-0.2%	-$5.9K	1.41%	17
2023 Q4	$2.46M	Buy	+51,420	New	+$2.37M	1.51%	18

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wetzel Investment Advisors's JPIB Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its JPMorgan International Bond Opportunities ETF (JPIB) stake by 11% in Q2 2026, selling an estimated $34.7K and leaving 5,693 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #112.

Wetzel Investment Advisors first reported a position in JPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2023. 106 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

Wetzel Investment Advisors held 5,693 shares of JPMorgan International Bond Opportunities ETF worth $275K as of Q2 2026.
Wetzel Investment Advisors sold 721 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $34.7K.
JPMorgan International Bond Opportunities ETF made up 0.1% of Wetzel Investment Advisors's portfolio in Q2 2026, its #112 holding.
Wetzel Investment Advisors first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's JPMorgan International Bond Opportunities ETF position peaked at $2.46M in Q4 2023.
106 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.