Kroeger Financial Partners JPIB β€” JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF

Ownership history in Kroeger Financial Partners  Β·  1 quarter on record

AI Ownership Summary

Kroeger Financial Partners reported JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 5.11% in 2026 Q2. The latest visible filing shows JPIB at 5.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kroeger Financial Partners's position in JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JPIB was reported at 5.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kroeger Financial Partners held JPIB β€” position size vs. price
% of Fund (quarterly)    JPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 109,337 β€” β€” 5.11% $5.3M 2026-07-27 $47.77

FAQ About Kroeger Financial Partners and JPIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kroeger Financial Partners reported owning JPIB?

Kroeger Financial Partners reported JPIB across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported JPIB position in Kroeger Financial Partners's portfolio?

The largest reported portfolio weight for JPIB was 5.11% in 2026 Q2.

What is the latest reported JPIB position on this page?

The most recent filing on this page is 2026 Q2, when Kroeger Financial Partners reported 109,337 shares, equal to 5.11% of portfolio, with an estimated market value of $5.3M.

What does the chart on this JPIB ownership page compare?

The chart compares Kroeger Financial Partners's quarterly JPIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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