Advisor Group’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Advisor Group’s Portfolio JPMB Stock Details JPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$869K	Buy	16,920 +11,592	+218%	+$589K	0.01%	1288
2019 Q3	$270K	Buy	5,328 +3,733	+234%	+$189K	﹤0.01%	2098
2019 Q2	$79K	Buy	1,595 +217	+16%	+$10.5K	﹤0.01%	3035
2019 Q1	$66K	Buy	1,378 +371	+37%	+$17.5K	﹤0.01%	3182
2018 Q4	$46K	Sell	1,007 -510	-34%	-$23.3K	﹤0.01%	3236
2018 Q3	$71K	Hold	1,517	–	–	﹤0.01%	3015
2018 Q2	$70K	Buy	1,517 +333	+28%	+$15.7K	﹤0.01%	2816
2018 Q1	$58K	Buy	+1,184	New	+$58.1K	﹤0.01%	2947

Other funds holding JPMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Advisor Group's JPMB Position: Q4 2019 in Review

Advisor Group increased its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 218% in Q4 2019, buying an estimated $589K and bringing the position to 16,920 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #1288.

Advisor Group first reported a position in JPMB in Q1 2018 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold JPMB as of Q4 2019.

Advisor Group held 16,920 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $869K as of Q4 2019.
Advisor Group bought 11,592 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2019, an estimated $589K.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1288 holding.
Advisor Group first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2018 and has held it in 8 quarters since.
18 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.