JPMorgan International Bond Opportunities

JPIB • BATS

JPMorgan International Bond Opportunities is an exchange-traded fund on BATS. As of Q3 2025, 170 institutional investors hold shares in this ETF, with total holdings valued at $872.9M. HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV is the largest holder with a position valued at $110.4M.

Overview

Overview of institutional ownership in JPIB as of Q3 2025

All Institutions

Institutions: 170
Value Held: $872.9M
Shares Held: 17.8M
Avg Position: $5.1M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 1
Value Held: $3.2M
Shares Held: 64.6K
Avg Position: $3.2M
Median Position: $3.2M

Biggest Investors

Institutions with the largest positions in JPIB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	Louie Alan Rosalez President	$110.4M 3.16% of portfolio	2.3M shares	Q4 2022 Held for 2y 11m	$3.5B
R Rice Partnership, LLC Institution	-	$64.4M 9.14% of portfolio	1.3M shares	Q3 2025 Held for 2 months	$704.1M
L LPL Financial LLC Institution	-	$40.1M 0.01% of portfolio	817.8K shares	Q4 2022 Held for 2y 11m	$340.07B
F FSM Wealth Advisors, LLC Institution	-	$37.0M 5.25% of portfolio	754.1K shares	Q4 2022 Held for 2y 11m	$703.8M
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$30.7M 0.00% of portfolio	626.1K shares	Q3 2025 Held for 2 months	$691.34B
Goldstone Financial Group, LLC RIA/Wealth	Anthony Pellegrino Managing Partner	$24.6M 2.91% of portfolio	500.8K shares	Q4 2024 Held for 11 months	$843.8M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$24.4M 0.01% of portfolio	497.9K shares	Q4 2024 Held for 11 months	$310.43B
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	David Paul Kudla CEO	$23.7M 2.37% of portfolio	482.7K shares	Q1 2024 Held for 1y 8m	$997.6M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$23.0M 0.00% of portfolio	469.6K shares	Q4 2022 Held for 2y 11m	$1.65T
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$21.8M 0.03% of portfolio	444.2K shares	Q1 2024 Held for 1y 8m	$85.4B

Net Capital Flow

Institutional buying and selling activity for JPIB in Q3 2025

Traded: +$194.8M
Buyers: 129
Sellers: 40
Total Bought: +$287.2M
Total Sold: −$92.4M
Avg Position: $4.7M

Biggest Buyers

Institution	Net Bought	Current Position
R Rice Partnership, LLC Institution	+$64.4M +1.3M shares	$64.4M 1.3M shares
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	+$46.5M +948.7K shares	$110.4M 2.3M shares
GOLDMAN SACHS GROUP INC Institution	+$30.7M +626.1K shares	$30.7M 626.1K shares
L LPL Financial LLC Institution	+$19.2M +391.7K shares	$40.1M 817.8K shares
Cetera Investment Advisers RIA/Wealth	+$16.0M +326.7K shares	$21.8M 444.2K shares
POWER WEALTH MANAGEMENT LLC RIA/Wealth	+$7.6M +154.8K shares	$7.6M 154.8K shares
Sonoma Allocations LLC RIA/Wealth	+$6.2M +125.7K shares	$6.2M 125.7K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	+$5.5M +112.0K shares	$5.5M 112.0K shares
Spectrum Wealth Advisory Group, LLC RIA/Wealth	+$5.5M +111.2K shares	$5.5M 111.2K shares
A Apella Capital, LLC Institution	+$5.3M +106.9K shares	$5.8M 117.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$25.6M −526.4K shares	Sold Off 0 shares
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	−$21.9M −446.2K shares	$23.7M 482.7K shares
BANK OF AMERICA CORP /DE/ Institution	−$18.0M −366.7K shares	$12.2M 249.5K shares
S Systelligence, LLC Institution	−$9.8M −200.9K shares	Sold Off 0 shares
Hobart Private Capital, LLC RIA/Wealth	−$3.9M −80.1K shares	$430.1K 8.8K shares
Walkner Condon Financial Advisors LLC RIA/Wealth	−$2.2M −45.4K shares	$574.6K 11.7K shares
FFG RETIREMENT ADVISORS LLC RIA/Wealth	−$1.9M −38.7K shares	Sold Off 0 shares
Ameritas Advisory Services, LLC RIA/Wealth	−$1.9M −38.1K shares	Sold Off 0 shares
Eqis Capital Management, Inc. RIA/Wealth	−$1.8M −36.2K shares	Sold Off 0 shares
Mach-1 Financial Group, Inc. RIA/Wealth	−$1.0M −20.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JPIB in Q3 2025

New Positions: 31
New Value: $110.8M
Exited Positions: 16
Exited Value: $43.7M

New Positions

Institution	Position Value
R Rice Partnership, LLC Institution	$64.4M 1.3M shares
POWER WEALTH MANAGEMENT LLC RIA/Wealth	$7.6M 154.8K shares
Sonoma Allocations LLC RIA/Wealth	$6.2M 125.7K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	$5.5M 112.0K shares
Spectrum Wealth Advisory Group, LLC RIA/Wealth	$5.5M 111.2K shares
C Cedar Mountain Advisors, LLC RIA/Wealth	$5.0M 101.6K shares
Beta Wealth Group, Inc. RIA/Wealth	$3.0M 61.3K shares
O OneAscent Financial Services LLC RIA/Wealth	$2.8M 57.8K shares
Diversify Advisory Services, LLC RIA/Wealth	$1.8M 36.0K shares
T TriaGen Wealth Management LLC RIA/Wealth	$1.7M 34.1K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$25.6M 526.4K shares
S Systelligence, LLC Institution	$9.8M 200.9K shares
FFG RETIREMENT ADVISORS LLC RIA/Wealth	$1.9M 38.7K shares
Ameritas Advisory Services, LLC RIA/Wealth	$1.9M 38.1K shares
Eqis Capital Management, Inc. RIA/Wealth	$1.8M 36.2K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$1.0M 20.8K shares
Atomi Financial Group, Inc. RIA/Wealth	$477.7K 9.8K shares
Herold Advisors, Inc. RIA/Wealth	$359.9K 7.4K shares
A Atlas Private Wealth Advisors RIA/Wealth	$313.8K 6.5K shares
R Resources Investment Advisors, Inc. Pension/Endowment	$233.3K 4.8K shares

Options Activity

Institutions with the largest Call and Put options positions in JPIB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JPIB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R Rice Partnership, LLC Institution	-	9.14% $64.4M	1.3M shares	Q3 2025 Held for 2 months	$704.1M
McCarthy & Cox RIA/Wealth	James B Cox CEO	7.21% $17.6M	359.5K shares	Q1 2024 Held for 1y 8m	$244.5M
F FSM Wealth Advisors, LLC Institution	-	5.25% $37.0M	754.1K shares	Q4 2022 Held for 2y 11m	$703.8M
ForthRight Wealth Management, LLC RIA/Wealth	Brian Patrick Johnston CIO	4.95% $17.0M	347.5K shares	Q2 2023 Held for 2y 5m	$344.2M
Peak Financial Management, Inc. RIA/Wealth	Pran Nath Tiku President	3.90% $14.8M	301.1K shares	Q1 2025 Held for 8 months	$378.3M
ACIMA PRIVATE WEALTH, LLC RIA/Wealth	Gary Mitchell Gore CEO	3.77% $12.0M	245.4K shares	Q1 2024 Held for 1y 8m	$319.4M
Broadway Wealth Solutions, Inc. RIA/Wealth	Christian Ray Escamilla CEO	3.67% $6.5M	133.5K shares	Q4 2024 Held for 11 months	$178.3M
T Treasure Coast Financial Planning RIA/Wealth	James Barber Twining CEO	3.42% $6.1M	124.0K shares	Q1 2023 Held for 2y 8m	$177.6M
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	Louie Alan Rosalez President	3.16% $110.4M	2.3M shares	Q4 2022 Held for 2y 11m	$3.5B
H Hughes Financial Services, LLC RIA/Wealth	Patrick Thomas Hughes Managing Partner	3.09% $19.4M	396.7K shares	Q1 2025 Held for 8 months	$628.6M

Hedge Fund Spotlight

Discover hedge funds investing in JPIB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan International Bond Opportunities

Market Value: $3.2M
Shares Held: 64.6K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%