JPMorgan International Bond Opportunities ETF - Common (JPIB) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2017 to Q4 2025

Type / Class
Equity / Common
Symbol
JPIB
Shares outstanding
24,482,140
Price per share
$49.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
22,007,191
Total reported value
$1,071,956,208
% of total 13F portfolios
0.01%
Share change
+3,132,531
Value change
+$152,583,410
Number of holders
208
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of JPMorgan International Bond Opportunities ETF - Common (JPIB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 4.4% $53,295,953 1,087,007 First Trust Portfolios L.P. 30 Sep 2025

As of 31 Dec 2025, 208 institutional investors reported holding 22,007,191 shares of JPMorgan International Bond Opportunities ETF - Common (JPIB). This represents 90% of the company’s total 24,482,140 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of JPMorgan International Bond Opportunities ETF - Common (JPIB) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Avantax Planning Partners, Inc. 9.5% 2,329,725 +3.5% 3.2% $113,457,621
Rice Partnership, LLC 5.8% 1,428,266 +8.8% 9.4% $69,556,554
LPL Financial LLC 5.8% 1,425,590 +74% 0.02% $69,426,236
FSM Wealth Advisors, LLC 3.7% 916,928 +22% 6.1% $44,654,394
HighTower Advisors, LLC 3.5% 866,906 +174% 0.05% $42,218,335
MORGAN STANLEY 3% 745,083 +59% 0% $36,285,542
Cetera Investment Advisers 2.4% 587,164 +32% 0.03% $28,594,909
Goldstone Financial Group, LLC 2.2% 540,665 +8% 2.9% $26,330,396
RAYMOND JAMES FINANCIAL INC 2.2% 534,507 +7.4% 0.01% $26,030,510
Hughes Financial Services, LLC 1.8% 434,261 +9.5% 3.3% $21,148,511
Midwest Financial Partners Investments, Inc. 1.7% 427,065 0% 12% $20,798,074
Hills Bank & Trust Co 1.6% 388,022 +4.1% 1.1% $18,896,672
ForthRight Wealth Management, LLC 1.6% 385,258 +11% 5.4% $18,762,071
KINTRA WEALTH, LLC 1.5% 355,700 2.4% $17,322,567
KMG FIDUCIARY PARTNERS, LLC 1.4% 346,946 +9.1% 1.2% $16,896,280
Certified Advisory Corp 1.3% 320,637 +6.5% 1.4% $15,615,037
Peak Financial Management, Inc. 1.3% 312,115 +3.6% 3.9% $15,200,026
BANK OF AMERICA CORP /DE/ 1.3% 310,530 +24% 0% $15,122,818
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.2% 299,872 +595% 0.01% $14,603,784
COMMONWEALTH EQUITY SERVICES, LLC 1.2% 287,326 -3.2% 0.02% $13,992,792
Stadion Money Management, LLC 0.95% 233,697 0.92% $11,381,044
CGN Advisors LLC 0.88% 215,157 +4.3% 0.83% $10,478,137
ACIMA PRIVATE WEALTH, LLC 0.86% 211,317 -14% 3.2% $10,291,154
MAI Capital Management 0.83% 202,992 +4.1% 0.06% $9,885,725
Peterson Wealth Advisors, LLC 0.75% 183,205 +1.4% 1.2% $8,922,086

Institutional Holders of JPMorgan International Bond Opportunities ETF - Common (JPIB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,007,191 $1,071,956,208 +$152,583,410 $48.70 208
2025 Q3 18,442,295 $904,145,047 +$200,513,143 $49.03 185
2025 Q2 14,470,617 $703,337,194 +$241,169,367 $48.62 156
2025 Q1 9,505,598 $455,147,296 +$54,778,980 $47.89 127
2024 Q4 8,387,358 $396,464,990 +$32,372,461 $47.26 125
2024 Q3 7,577,751 $368,703,437 +$1,665,359 $48.66 113
2024 Q2 7,571,035 $356,880,944 +$17,549,192 $47.12 119
2024 Q1 7,195,829 $342,562,392 +$50,988,789 $47.62 115
2023 Q4 6,028,406 $288,090,949 -$5,722,720 $47.79 108
2023 Q3 6,134,763 $279,046,848 +$23,333,263 $45.49 98
2023 Q2 5,615,811 $261,613,518 +$60,478,975 $46.60 95
2023 Q1 4,464,799 $211,441,766 -$51,039,215 $47.36 84
2022 Q4 5,554,177 $255,436,137 +$11,382,446 $45.98 86
2022 Q3 4,939,669 $219,648,116 +$9,311,293 $44.47 69
2022 Q2 4,729,678 $212,614,775 -$17,742,884 $44.94 73
2022 Q1 5,066,723 $247,835,959 +$21,149,654 $48.92 66
2021 Q4 4,641,348 $235,068,801 +$25,095,583 $50.64 66
2021 Q3 4,002,828 $205,644,147 +$18,165,471 $51.38 61
2021 Q2 3,690,815 $190,171,743 +$19,828,990 $51.53 60
2021 Q1 3,475,741 $178,301,883 +$19,461,214 $51.30 53
2020 Q4 3,099,730 $160,779,153 +$41,391,732 $51.88 46
2020 Q3 2,257,969 $113,663,174 +$2,395,671 $50.36 49
2020 Q2 2,038,359 $101,430,774 +$2,969,766 $49.68 43
2020 Q1 1,964,412 $92,827,431 -$26,603,913 $47.16 38
2019 Q4 2,495,040 $124,911,763 -$33,330,341 $50.03 42
2019 Q3 2,906,765 $148,536,000 -$6,723,631 $51.12 39
2019 Q2 3,026,301 $153,265,000 -$4,229,856 $50.62 28
2019 Q1 3,000,026 $147,280,000 +$1,175,871 $49.07 29
2018 Q4 2,953,520 $139,916,000 -$7,457,560 $47.31 27
2018 Q3 2,929,857 $146,743,175 +$2,846,373 $50.08 21
2018 Q2 2,872,979 $142,779,932 +$16,028,448 $49.70 18
2018 Q1 2,550,229 $128,423,164 +$7,068,330 $50.36 18
2017 Q4 2,409,188 $123,266,652 +$12,188,053 $51.17 16
2017 Q3 2,146,993 $110,687,000 +$8,678,750 $51.60 7
2017 Q2 1,978,800 $100,642,000 +$100,642,000 $50.87 2