We are live on ! Find out more
JPIB icon

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
SPC
101
Sigma Planning Corp
Michigan
$236K -$31.3K -656 -12%
WFAG
102
Wescott Financial Advisory Group
Pennsylvania
$234K +$2.77K +58 +1%
SWIM
103
Smallwood Wealth Investment Management
New Jersey
$226K +$226K +4,726 New
AO
104
Advisor OS
Illinois
$217K +$216K +4,534 New
SIM
105
Seaview Investment Managers
Florida
$211K +$210K +4,410 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$195K +$41.2K +864 +27%
JP Morgan Chase
107
JP Morgan Chase
New York
$151K +$55.7K +1,168 +59%
CAL
108
Capital Analysts LLC
Pennsylvania
$126K +$90.6K +1,899 +260%
EWA
109
EverSource Wealth Advisors
Alabama
$109K -$143 -3 -0.1%
FCG
110
Financial Connections Group
California
$102K +$5.2K +109 +5%
SS
111
Sunbelt Securities
Texas
$96.8K +$239 +5 +0.2%
CA
112
Continuum Advisory
Idaho
$67.1K – – –
LFG
113
Larson Financial Group
Missouri
$62.5K – – –
AWM
114
AE Wealth Management
Kansas
$32.4K +$6.11K +128 +23%
Osaic Holdings
115
Osaic Holdings
Arizona
$21.3K -$18.6K -389 -47%
HFS
116
Hughes Financial Services
Virginia
$17.8K +$17.8K +373 New
PTC
117
Private Trust Company
Ohio
$17.3K – – –
HWA
118
HHM Wealth Advisors
Tennessee
$17.1K – – –
AF
119
Advisornet Financial
Minnesota
$16.8K – – –
HI
120
Harbour Investments
Wisconsin
$12.5K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
AC
122
AlphaCore Capital
California
$2.87K +$2.86K +60 New
Jones Financial Companies
123
Jones Financial Companies
Missouri
$2.25K +$2.24K +47 New
TAM
124
Tucker Asset Management
Colorado
$1.87K – – –
PPC
125
Park Place Capital
Alabama
$1.82K – – –
2 3 4
5
6

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.