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White & Co Financial Planning’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

White & Co Financial Planning’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 		$3.77M Buy
77,901
+6,804
+10% +$327K 2.33% 13
2026
Q1 		$3.4M Buy
71,097
+6,561
+10% +$320K 2.39% 13
2025
Q4 		$3.14M Sell
64,536
-94
-0.1% -$4.6K 2.35% 13
2025
Q3 		$3.17M Buy
64,630
+274
+0.4% +$13.3K 2.39% 13
2025
Q2 		$3.13M Sell
64,356
-200
-0.3% -$9.6K 2.5% 13
2025
Q1 		$3.09M Buy
64,556
+246
+0.4% +$11.7K 2.66% 12
2024
Q4 		$3.04M Buy
+64,310
New +$3.08M 2.58% 12

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

White & Co Financial Planning's JPIB Position: Q2 2026 in Review

White & Co Financial Planning increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 9.6% in Q2 2026, buying an estimated $327K and bringing the position to 77,901 shares worth $3.77M. The position accounts for 2.33% of the portfolio, ranked #13.

White & Co Financial Planning first reported a position in JPIB in Q4 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • White & Co Financial Planning held 77,901 shares of JPMorgan International Bond Opportunities ETF worth $3.77M as of Q2 2026.
  • White & Co Financial Planning bought 6,804 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $327K.
  • JPMorgan International Bond Opportunities ETF made up 2.33% of White & Co Financial Planning's portfolio in Q2 2026, its #13 holding.
  • White & Co Financial Planning first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.