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JPMorgan International Bond Opportunities ETF

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: 79 (+2)

2% more funds holding

Funds holding: 125128 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$35.8M +$6.79M +142,290 +24%
FWA
2
FSM Wealth Advisors
Ohio
$27.1M +$11.3M +237,379 +72%
Bank of America
3
Bank of America
North Carolina
$23.8M +$1.19M +24,843 +5%
MC
4
McCarthy & Cox
Ohio
$17.5M +$279K +5,845 +2%
Morgan Stanley
5
Morgan Stanley
New York
$17M +$8.39M +175,879 +98%
Raymond James Financial
6
Raymond James Financial
Florida
$16.8M +$2.11M +44,146 +14%
FWM
7
ForthRight Wealth Management
Georgia
$14.5M +$331K +6,940 +2%
KFP
8
KMG Fiduciary Partners
Ohio
$14M +$26.5K +556 +0.2%
HBT
9
Hills Bank & Trust
Iowa
$14M +$1.21M +25,418 +10%
LPL Financial
10
LPL Financial
California
$13.9M +$5.66M +118,537 +69%
PFM
11
Peak Financial Management
Massachusetts
$13.5M +$13.5M +282,609 New
HighTower Advisors
12
HighTower Advisors
Illinois
$13.1M +$878K +18,392 +7%
APW
13
Acima Private Wealth
Virginia
$10.4M +$1.6M +33,461 +18%
AAS
14
Avantax Advisory Services
Texas
$9.74M +$1.6M +33,608 +20%
CAC
15
Certified Advisory Corp
Florida
$9.47M -$755K -15,825 -7%
CA
16
CGN Advisors
Kansas
$9.1M -$5.5M -115,348 -38%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$8.55M -$111K -2,335 -1%
MCM
18
MAI Capital Management
Ohio
$8.39M +$241K +5,049 +3%
PWA
19
Peterson Wealth Advisors
Utah
$7.64M +$209K +4,381 +3%
PCIA
20
Prime Capital Investment Advisors
Kansas
$7.54M +$171K +3,577 +2%
IP
21
Ignite Planners
California
$7.11M +$561K +11,759 +9%
WCM
22
Windsor Capital Management
Arizona
$7.1M +$125K +2,630 +2%
FA
23
Fiduciary Alliance
South Carolina
$6.54M +$2.68M +56,147 +70%
BFG
24
Bleakley Financial Group
New Jersey
$6.24M +$156K +3,260 +3%
HHGA
25
Halbert Hargrove Global Advisors
California
$5.96M +$51.2K +1,073 +0.9%

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.