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Winter & Associates’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Winter & Associates’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 		$6.04M Buy
125,022
+54,654
+78% +$2.63M 4.54% 7
2026
Q1 		$3.36M Buy
70,368
+25,568
+57% +$1.25M 2.94% 11
2025
Q4 		$2.18M Buy
+44,800
New +$2.19M 2.02% 16

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 $104B AUM 28.3% 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

Winter & Associates's JPIB Position: Q2 2026 in Review

Winter & Associates increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 78% in Q2 2026, buying an estimated $2.63M and bringing the position to 125,022 shares worth $6.04M. The position accounts for 4.54% of the portfolio, ranked #7.

Winter & Associates first reported a position in JPIB in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold JPIB as of Q2 2026.

  • Winter & Associates held 125,022 shares of JPMorgan International Bond Opportunities ETF worth $6.04M as of Q2 2026.
  • Winter & Associates bought 54,654 JPMorgan International Bond Opportunities ETF shares in Q2 2026, an estimated $2.63M.
  • JPMorgan International Bond Opportunities ETF made up 4.54% of Winter & Associates's portfolio in Q2 2026, its #7 holding.
  • Winter & Associates first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.