JPIB Institutional Ownership & Shareholders
JPMORGAN INTL BND ETF (JPIB) is currently held by 251 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.44B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Avantax Planning Partners, Inc. is currently the largest disclosed institutional shareholder of JPIB tracked by InsiderSet, reporting ownership valued at approximately $121.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $118.03M, representing an estimated loss of -3.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed JPIB value among the investors covered in this analysis. Major shareholders include Avantax Planning Partners, Inc., Lpl Financial Llc, Rice Partnership, Llc, and several other long-term asset managers with concentrated positions in JPMORGAN INTL BND ETF (JPIB).
This page ranks the largest institutional JPIB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
251
Total Reported Value
$1.44B
Largest Holder
Avantax Planning Partners, Inc.
Largest Position
$121.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 3.03% | 2,518,715 | $121,779,869 | $118,026,985 | -$3,752,884 | -3.08% | |
| Lpl Financial Llc | 0.02% | 1,698,263 | $82,111,023 | $79,580,604 | -$2,530,419 | -3.08% | |
| Rice Partnership, Llc | 9.54% | 1,625,600 | $78,597,760 | $76,175,616 | -$2,422,144 | -3.08% | |
| Fsm Wealth Advisors, Llc | 7.22% | 1,495,021 | $69,877,278 | $70,056,684 | +$179,406 | +0.26% | |
| Bank Of America Corp | 0.00% | 1,181,490 | $57,125,045 | $55,364,621 | -$1,760,424 | -3.08% | |
| Parallel Advisors, Llc | 0.73% | 988,934 | $47,814,973 | $46,341,447 | -$1,473,526 | -3.08% | |
| Prime Capital Investment Advisors, Llc | 0.45% | 973,337 | $45,454,860 | $45,610,572 | +$155,712 | +0.34% | |
| Raymond James Financial Inc | 0.01% | 878,679 | $42,484,131 | $41,174,898 | -$1,309,233 | -3.08% | |
| Cetera Investment Advisers | 0.04% | 808,930 | $39,111,744 | $37,906,460 | -$1,205,284 | -3.08% | |
| Morgan Stanley | 0.00% | 569,467 | $27,533,761 | $26,685,224 | -$848,537 | -3.08% | |
| Goldstone Financial Group, Llc | 2.50% | 566,365 | $27,383,758 | $26,539,864 | -$843,894 | -3.08% | |
| Midwest Financial Partners Investments, Inc. | 9.29% | 517,558 | $24,169,959 | $24,252,768 | +$82,809 | +0.34% | |
| Apella Capital, Llc | 0.28% | 479,229 | $22,384,787 | $22,456,671 | +$71,884 | +0.32% | |
| Envestnet Asset Management Inc | 0.01% | 456,577 | $22,075,497 | $21,395,198 | -$680,299 | -3.08% | |
| Forthright Wealth Management, Llc | 5.64% | 455,739 | $22,035,004 | $21,355,930 | -$679,074 | -3.08% | |
| Hills Bank & Trust Co | 0.97% | 417,820 | $19,980,153 | $19,579,045 | -$401,108 | -2.01% | |
| Hughes Financial Services, Llc | 2.29% | 384,647 | $18,024,558 | $18,024,558 | +$0 | +0.00% | |
| Certified Advisory Corp | 1.47% | 378,625 | $17,681,793 | $17,742,368 | +$60,575 | +0.34% | |
| Peak Financial Management, Inc. | 3.92% | 370,686 | $17,311,066 | $17,370,346 | +$59,280 | +0.34% | |
| Commonwealth Equity Services, Llc | 0.02% | 333,819 | $15,589,360 | $15,642,758 | +$53,398 | +0.34% | |
| Kmg Fiduciary Partners, Llc | 1.51% | 331,211 | $15,467,542 | $15,520,547 | +$53,005 | +0.34% | |
| Ade, Llc | 6.19% | 326,106 | $15,229,157 | $15,281,327 | +$52,170 | +0.34% | |
| Modern Wealth Management, Llc | 0.16% | 275,212 | $13,306,500 | $12,896,434 | -$410,066 | -3.08% | |
| Ignite Planners, Llc | 1.55% | 255,782 | $11,943,945 | $11,985,945 | +$42,000 | +0.35% | |
| Financial Connections Group, Inc. | 4.03% | 242,579 | $11,600,000 | $11,367,252 | -$232,748 | -2.01% | |
| Stadion Money Management, Llc | 0.99% | 237,297 | $11,438,665 | $11,119,737 | -$318,928 | -2.79% | |
| Mai Capital Management | 0.04% | 220,129 | $10,643,247 | $10,315,245 | -$328,002 | -3.08% | |
| Cgn Advisors Llc | 0.82% | 227,341 | $10,616,848 | $10,653,199 | +$36,351 | +0.34% | |
| Summit Financial, Llc | 0.11% | 213,225 | $10,309,435 | $9,991,724 | -$317,712 | -3.08% | |
| Kwb Wealth | 0.87% | 218,500 | $10,203,943 | $10,238,910 | +$34,967 | +0.34% | |
| Royal Bank Of Canada | 0.00% | 206,281 | $9,974,000 | $9,666,328 | -$307,672 | -3.08% | |
| Acima Private Wealth, Llc | 2.87% | 212,010 | $9,900,880 | $9,934,789 | +$33,909 | +0.34% | |
| Peterson Wealth Advisors, Llc | 1.14% | 211,114 | $9,859,034 | $9,892,802 | +$33,768 | +0.34% | |
| Arq Wealth Advisors, Llc | 1.17% | 208,863 | $9,753,911 | $9,787,320 | +$33,409 | +0.34% | |
| Fiduciary Alliance Llc | 0.70% | 198,051 | $9,248,969 | $9,280,670 | +$31,701 | +0.34% | |
| Cadent Capital Advisors, Llc | 1.97% | 196,306 | $9,167,475 | $9,198,899 | +$31,424 | +0.34% | |
| Destiny Wealth Partners, Llc | 1.28% | 189,248 | $9,059,322 | $8,868,161 | -$191,161 | -2.11% | |
| Bleakley Financial Group, Llc | 0.11% | 178,555 | $8,633,123 | $8,367,087 | -$266,036 | -3.08% | |
| Baird Financial Group, Inc. | 0.01% | 175,141 | $8,468,067 | $8,207,107 | -$260,960 | -3.08% | |
| Broadway Wealth Solutions, Inc. | 3.78% | 180,447 | $8,426,890 | $8,455,746 | +$28,856 | +0.34% | |
| Patton Albertson Miller Group, Llc | 0.84% | 178,213 | $8,322,552 | $8,351,061 | +$28,509 | +0.34% | |
| Cedar Mountain Advisors, Llc | 1.32% | 166,361 | $7,769,074 | $7,795,676 | +$26,602 | +0.34% | |
| Captrust Financial Advisors | 0.01% | 157,488 | $7,614,558 | $7,379,888 | -$234,670 | -3.08% | |
| Manske Wealth Management | 1.77% | 162,158 | $7,572,794 | $7,598,724 | +$25,930 | +0.34% | |
| Newedge Advisors, Llc | 0.02% | 156,216 | $7,553,072 | $7,320,282 | -$232,790 | -3.08% | |
| Financial Management Professionals, Inc. | 0.71% | 160,363 | $7,488,951 | $7,514,610 | +$25,659 | +0.34% | |
| Assuredpartners Investment Advisors, Llc | 0.72% | 153,213 | $7,407,837 | $7,179,561 | -$228,276 | -3.08% | |
| Power Wealth Management Llc | 2.51% | 158,564 | $7,404,955 | $7,430,309 | +$25,354 | +0.34% | |
| Windsor Capital Management, Llc | 1.89% | 157,268 | $7,344,421 | $7,369,578 | +$25,157 | +0.34% | |
| Sonoma Allocations Llc | 2.25% | 150,342 | $7,253,275 | $7,045,026 | -$208,249 | -2.87% |
Frequently asked questions about JPIB
Who are the largest institutional holders of JPIB?
The largest institutional holders of JPIB reported in the latest SEC Form 13F filings include Avantax Planning Partners, Inc., Lpl Financial Llc, Rice Partnership, Llc, Fsm Wealth Advisors, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported JPIB position.
What is JPIB institutional ownership?
This page tracks JPIB positions reported by institutional investment managers through SEC Form 13F. JPMORGAN INTL BND ETF (JPIB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPIB?
InsiderSet currently tracks 251 institutional managers reporting JPIB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPIB shareholders.
How much JPIB stock do institutions own?
Institutional investment managers disclosed approximately $1.44B in JPIB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPIB institutional ownership last updated?
The latest JPIB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPIB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPIB position after the reporting date.
Are institutions buying or selling JPIB?
Institutional buying and selling can be analyzed by comparing JPIB positions across consecutive 13F reporting periods. InsiderSet's JPIB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPIB ownership changes.
How has JPIB institutional ownership changed over time?
InsiderSet tracks JPIB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.