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Position history for WAWaverly Advisors, LLC's holdings in JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

Waverly Advisors, LLC holds 65,677 shares of JPIB (JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND), worth $3.2M as of 2026-Q2. The position was increased (+1.2% shares). JPIB represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$3.2M

Current Shares

65,677

Total Value Change

+$899,759

Total Shares Change

+18,905

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,677
+1.2%
$3.2M0.0%$48.07
27
2026-Q1
Increased
64,901
+7.2%
$3.1M0.0%$46.93
28
2025-Q4
Increased
60,544
+21.6%
$2.9M0.0%$47.42
32
2025-Q3
Decreased
49,790
-11.1%
$2.4M0.0%$46.93
0
2025-Q2
Increased
55,995
+2.8%
$2.7M0.0%$46.00
27
2025-Q1
Increased
54,495
+9.0%
$2.6M0.0%$44.76
29
2024-Q4
Increased
50,008
+6.9%
$2.4M0.0%$43.83
28
2024-Q3
Increased
46,772
+4.3%
$2.3M0.0%$44.39
27

Other major holders of JPIB: LPL Financial LLC, OneDigital Investment Advisors LLC

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