| 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 30 Sep 2025, 184 institutional investors reported holding 18,439,398 shares of JPMorgan International Bond Opportunities ETF - Common (JPIB). This represents 75% of the company’s total 24,482,140 outstanding shares.
The largest institutional shareholders of JPMorgan International Bond Opportunities ETF - Common (JPIB) together control 51% 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. | 9.2% | 2,251,106 | +73% | 3.2% | $110,371,717 |
| Rice Partnership, LLC | 5.4% | 1,312,996 | 9.1% | $64,376,194 | |
| LPL Financial LLC | 3.3% | 817,815 | +92% | 0.01% | $40,097,477 |
| FSM Wealth Advisors, LLC | 3.1% | 754,092 | +13% | 5.2% | $36,973,132 |
| GOLDMAN SACHS GROUP INC | 2.6% | 626,079 | 0% | $30,696,653 | |
| Goldstone Financial Group, LLC | 2% | 500,773 | +9% | 2.9% | $24,552,921 |
| RAYMOND JAMES FINANCIAL INC | 2% | 497,863 | +12% | 0.01% | $24,410,232 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2% | 482,705 | -48% | 2.4% | $23,667,026 |
| MORGAN STANLEY | 1.9% | 469,623 | +12% | 0% | $23,025,616 |
| Cetera Investment Advisers | 1.8% | 444,205 | +278% | 0.03% | $21,779,375 |
| Hughes Financial Services, LLC | 1.6% | 396,653 | +4.8% | 3.1% | $19,416,164 |
| Hills Bank & Trust Co | 1.5% | 372,800 | +14% | 1.1% | $18,278,384 |
| McCarthy & Cox | 1.5% | 359,467 | +1% | 4% | $17,624,654 |
| ForthRight Wealth Management, LLC | 1.4% | 347,513 | +6.8% | 5% | $17,038,577 |
| KMG FIDUCIARY PARTNERS, LLC | 1.3% | 317,886 | +6.4% | 1% | $15,585,953 |
| HighTower Advisors, LLC | 1.3% | 316,078 | +15% | 0.02% | $15,497,468 |
| Peak Financial Management, Inc. | 1.2% | 301,139 | +4.4% | 3.9% | $14,764,892 |
| Certified Advisory Corp | 1.2% | 301,085 | +51% | 1.4% | $14,762,201 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.2% | 296,920 | +283% | 0.02% | $14,558,000 |
| BANK OF AMERICA CORP /DE/ | 1% | 249,526 | -60% | 0% | $12,234,259 |
| ACIMA PRIVATE WEALTH, LLC | 1% | 245,410 | +16% | 3.8% | $12,032,444 |
| CGN Advisors LLC | 0.84% | 206,210 | +3.5% | 0.83% | $10,110,496 |
| MAI Capital Management | 0.8% | 194,945 | +3.1% | 0.06% | $9,558,136 |
| Peterson Wealth Advisors, LLC | 0.74% | 180,705 | +9.6% | 1.3% | $8,816,587 |
| Baird Financial Group, Inc. | 0.72% | 177,135 | +1% | 0.01% | $8,684,929 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,383,125 | $116,059,572 | +$6,582,922 | $48.70 | 32 |
| 2025 Q3 | 18,439,398 | $904,001,647 | +$200,444,710 | $49.03 | 184 |
| 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 |