WFA of San Diego’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

WFA of San Diego’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	$73.1K	Hold	1,529	–	–	0.06%	154
2025 Q4	$74.5K	Hold	1,529	–	–	0.05%	161
2025 Q3	$75K	Hold	1,529	–	–	0.05%	162
2025 Q2	$74.3K	Buy	+1,529	New	+$73.4K	0.05%	167
2024 Q3	$77.4K	Hold	1,590	–	–	0.07%	147
2024 Q2	$74.9K	Buy	+1,590	New	+$75K	0.07%	145
2023 Q3	$91.3K	Sell	2,006 -72	-3%	-$3.32K	0.09%	120
2023 Q2	$96.8K	Buy	+2,078	New	+$97.8K	0.1%	119
2023 Q1	–	Sell	-2,580	Closed	-$119K	–	246
2022 Q4	$119K	Buy	+2,580	New	+$117K	0.09%	126
2022 Q3	–	Sell	-2,683	Closed	-$121K	–	240
2022 Q2	$121K	Buy	+2,683	New	+$126K	0.1%	106
2022 Q1	–	Sell	-2,933	Closed	-$149K	–	124
2021 Q4	$149K	Buy	2,933 +600	+26%	+$30.5K	0.09%	131
2021 Q3	$120K	Buy	+2,333	New	+$120K	0.08%	129

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

WFA of San Diego's JPIB Position: Q1 2026 in Review

WFA of San Diego held its JPMorgan International Bond Opportunities ETF (JPIB) position steady in Q1 2026 at 1,529 shares worth $73.1K. The position accounts for 0.06% of the portfolio, ranked #154.

WFA of San Diego first reported a position in JPIB in Q3 2021 and has held it in 12 quarters since. The position peaked at $149K in Q4 2021. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

WFA of San Diego held 1,529 shares of JPMorgan International Bond Opportunities ETF worth $73.1K as of Q1 2026.
WFA of San Diego left its JPMorgan International Bond Opportunities ETF share count unchanged in Q1 2026.
JPMorgan International Bond Opportunities ETF made up 0.06% of WFA of San Diego's portfolio in Q1 2026, its #154 holding.
WFA of San Diego first reported a position in JPMorgan International Bond Opportunities ETF in Q3 2021 and has held it in 12 quarters since.
WFA of San Diego's JPMorgan International Bond Opportunities ETF position peaked at $149K in Q4 2021.
236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.