Who Owns JPIB?
JPMorgan International Bond Opportunities ETF — Institutional Ownership & 13F Holdings
$47.98
-0.17 (-0.36%)
Market Cap
$1.8B
Shares Outstanding
39,796,558
Institutional Holders
127
Total Inst. Value
$414.5M
% of Float Held
—
QoQ Holder Change
+50
Institutional data as of Q1 2025
New Positions
40
Closed Positions
15
Increased
53
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Avantax Planning Partners, Inc. | $35.8M | 747,202 |
| 2 | FSM Wealth Advisors, LLC | $27.1M | 566,825 |
| 3 | BANK OF AMERICA CORP /DE/ | $23.8M | 496,633 |
| 4 | McCarthy & CoxNew | $17.5M | 365,940 |
| 5 | MORGAN STANLEY | $17.0M | 355,155 |
| 6 | RAYMOND JAMES FINANCIAL INC | $16.8M | 350,286 |
| 7 | ForthRight Wealth Management, LLCNew | $14.5M | 303,646 |
| 8 | KMG FIDUCIARY PARTNERS, LLC | $14.0M | 292,955 |
| 9 | Hills Bank & Trust Co | $14.0M | 291,867 |
| 10 | Peak Financial Management, Inc.New | $13.5M | 282,609 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Avantax Planning Partners, Inc. | +142K | $35.8M |
| FSM Wealth Advisors, LLC | +237K | $27.1M |
| BANK OF AMERICA CORP /DE/ | +25K | $23.8M |
| McCarthy & CoxNew | +366K | $17.5M |
| MORGAN STANLEY | +176K | $17.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CGN Advisors LLC | -115K | $9.1M |
| ENVESTNET ASSET MANAGEMENT INC | -45K | $258K |
| Cetera Investment Advisers | -44K | $1.7M |
| ROYAL BANK OF CANADA | -30K | $4.1M |
| Certified Advisory Corp | -16K | $9.5M |
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Frequently Asked Questions
How many institutional investors hold JPIB?
As of Q1 2025, 127 institutional investors report holding JPIB (JPMorgan International Bond Opportunities ETF) in their 13F filings.
Which hedge fund owns the most JPIB?
The largest institutional holder of JPIB is Avantax Planning Partners, Inc. with $35.8M in shares.
Are institutions buying or selling JPIB?
This quarter, 40 institutions opened new positions in JPIB and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.