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JPMorgan International Bond Opportunities ETF
JPIB

128 hedge funds and large institutions have $456M invested in JPMorgan International Bond Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

2% more funds holding

Funds holding: 125 → 128 (+3)

2.52% less ownership

Funds ownership: 76.95% → 74.43% (-2.5%)

88% less capital invested

Capital invested by funds: $3.84B → $456M (-$3.38B)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.72%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
19
Increased
68
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Peak Financial Management
Massachusetts
+$13.5M
2
FWA
FSM Wealth Advisors
Ohio
+$11.3M
3
Morgan Stanley
Morgan Stanley
New York
+$8.39M
4
APP
Avantax Planning Partners
Iowa
+$6.79M
5
LPL Financial
LPL Financial
California
+$5.66M

Top Sellers

1
CA
CGN Advisors
Kansas
-$5.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.39M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.13M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
26
Treasure Coast Financial Planning
Florida
$5.74M +$174K +3,641 +3%
FMP
27
Financial Management Professionals
Texas
$5.61M +$334K +7,004 +6%
MWM
28
Manske Wealth Management
Texas
$5.32M +$159K +3,326 +3%
BWS
29
Broadway Wealth Solutions
Texas
$5.28M +$455K +9,530 +9%
VCP
30
Verus Capital Partners
Arizona
$5.15M +$144K +3,027 +3%
RPCA
31
Running Point Capital Advisors
California
$4.96M -$294K -6,169 -6%
MFG
32
Marmo Financial Group
Tennessee
$4.88M +$770K +16,136 +19%
AWC
33
Adamsbrown Wealth Consultants
Kansas
$4.33M -$108K -2,268 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.13M -$1.42M -29,768 -26%
HPC
35
Hobart Private Capital
North Carolina
$4.09M -$322K -6,739 -7%
LA
36
LexAurum Advisors
Kansas
$4M +$170K +3,562 +4%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.95M -$129K -2,710 -3%
AIA
38
AssuredPartners Investment Advisors
Florida
$3.76M +$191K +4,002 +5%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$3.7M +$208K +4,361 +6%
EWM
40
Elmwood Wealth Management
California
$3.49M +$290K +6,072 +9%
WCFP
41
White & Co Financial Planning
Washington
$3.09M +$11.7K +246 +0.4%
SWA
42
Stratos Wealth Advisors
Ohio
$2.7M +$328K +6,876 +14%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.62M +$1.12M +23,530 +76%
WA
44
Waverly Advisors
Alabama
$2.61M +$214K +4,487 +9%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$2.21M +$2.2M +46,095 New
PAG
46
Private Advisor Group
New Jersey
$2.19M +$95.2K +1,995 +5%
CSP
47
Cary Street Partners
Virginia
$2.07M +$205K +4,293 +11%
FIM
48
Freedom Investment Management
Connecticut
$2.06M -$127K -2,662 -6%
GWM
49
Geneos Wealth Management
Colorado
$1.98M +$1.04M +21,795 +111%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.96M +$384K +8,041 +24%
1
2
3 4 5

JPIB Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2025, worth a combined $456M — down 88% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JPIB positions and 14 closed out — a net gain of 5 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was Peak Financial Management, opening a new position worth an estimated $13.5M. The largest seller was CGN Advisors, cutting an estimated $5.5M.

  • 128 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $456M of JPMorgan International Bond Opportunities ETF stock for Q1 2025, down 88% quarter-over-quarter.
  • 19 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2025 and 14 closed out, a net change of +5 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2025 was Peak Financial Management, an estimated $13.5M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2025 was CGN Advisors, an estimated $5.5M sold.

Based on aggregated 13F filings for Q1 2025.