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Windsor Capital Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Windsor Capital 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
2026
Q3 		$7.34M Buy
157,268
+3,329
+2% +$159K 1.89% 19
2026
Q2 		$7.44M Buy
153,939
+2,338
+2% +$112K 1.93% 19
2026
Q1 		$7.25M Buy
151,601
+3,501
+2% +$171K 2.04% 18
2025
Q4 		$7.21M Sell
148,100
-669
-0.4% -$32.7K 1.99% 18
2025
Q3 		$7.29M Buy
148,769
+1,592
+1% +$77.5K 2.01% 18
2025
Q2 		$7.16M Sell
147,177
-1,081
-0.7% -$51.9K 2.09% 16
2025
Q1 		$7.1M Buy
148,258
+2,630
+2% +$125K 2.18% 17
2024
Q4 		$6.88M Sell
145,628
-1,342
-0.9% -$64.2K 2.04% 17
2024
Q3 		$7.15M Buy
146,970
+1,357
+0.9% +$65.1K 2.08% 16
2024
Q2 		$6.86M Buy
145,613
+3,545
+2% +$167K 2.12% 17
2024
Q1 		$6.77M Sell
142,068
-128
-0.1% -$6.09K 2.1% 17
2023
Q4 		$6.8M Sell
142,196
-362
-0.3% -$16.7K 2.22% 14
2023
Q3 		$6.48M Sell
142,558
-950
-0.7% -$43.8K 2.24% 16
2023
Q2 		$6.69M Buy
143,508
+17
+0% +$800 2.21% 16
2023
Q1 		$6.8M Sell
143,491
-2,139
-1% -$101K 2.34% 16
2022
Q4 		$6.7M Sell
145,630
-4,840
-3% -$219K 2.44% 15
2022
Q3 		$6.69M Sell
150,470
-5,277
-3% -$241K 2.5% 15
2022
Q2 		$7M Sell
155,747
-30,477
-16% -$1.43M 2.49% 15
2022
Q1 		$9.11M Buy
186,224
+6,728
+4% +$333K 2.83% 9
2021
Q4 		$9.09M Sell
179,496
-1,584
-0.9% -$80.5K 2.74% 11
2021
Q3 		$9.3M Buy
181,080
+5,026
+3% +$259K 2.98% 8
2021
Q2 		$9.07M Buy
176,054
+8,037
+5% +$413K 3% 9
2021
Q1 		$8.62M Buy
168,017
+18,886
+13% +$973K 2.99% 9
2020
Q4 		$7.74M Sell
149,131
-121
-0.1% -$6.19K 2.89% 10
2020
Q3 		$7.51M Buy
149,252
+2,556
+2% +$129K 3.14% 8
2020
Q2 		$7.29M Buy
146,696
+11,791
+9% +$568K 3.14% 8
2020
Q1 		$6.36M Buy
134,905
+1,816
+1% +$89.8K 3.22% 8
2019
Q4 		$6.66M Buy
133,089
+9,762
+8% +$498K 2.8% 10
2019
Q3 		$6.3M Buy
123,327
+10,610
+9% +$542K 2.81% 10
2019
Q2 		$5.71M Buy
112,717
+51,559
+84% +$2.56M 2.62% 10
2019
Q1 		$3M Buy
61,158
+43,542
+247% +$2.11M 1.42% 19
2018
Q4 		$833K Buy
+17,616
New +$870K 0.43% 56

Other funds holding JPIB

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Windsor Capital Management's JPIB Position: Q3 2026 in Review

Windsor Capital Management increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 2.2% in Q3 2026, buying an estimated $159K and bringing the position to 157,268 shares worth $7.34M. The position accounts for 1.89% of the portfolio, ranked #19.

Windsor Capital Management first reported a position in JPIB in Q4 2018 and has held it in 32 quarters since. The position peaked at $9.3M in Q3 2021. 24 funds tracked by Wall St. Rank hold JPIB as of Q3 2026.

  • Windsor Capital Management held 157,268 shares of JPMorgan International Bond Opportunities ETF worth $7.34M as of Q3 2026.
  • Windsor Capital Management bought 3,329 JPMorgan International Bond Opportunities ETF shares in Q3 2026, an estimated $159K.
  • JPMorgan International Bond Opportunities ETF made up 1.89% of Windsor Capital Management's portfolio in Q3 2026, its #19 holding.
  • Windsor Capital Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2018 and has held it in 32 quarters since.
  • Windsor Capital Management's JPMorgan International Bond Opportunities ETF position peaked at $9.3M in Q3 2021.
  • 24 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.