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AE Wealth Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

AE Wealth Management’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
2025
Q2 		– Sell
-154
Closed -$5.94K – 2219
2025
Q1 		$5.94K Buy
+154
New +$5.92K ﹤0.01% 1921

Other funds holding JPMB

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

AE Wealth Management's JPMB Position: Q2 2025 in Review

AE Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2025, closing a stake of 154 shares — an estimated $5.94K sold.

AE Wealth Management first reported a position in JPMB in Q1 2025 and held it in 1 quarter. The position peaked at $5.94K in Q1 2025. 34 funds tracked by Wall St. Rank hold JPMB as of Q2 2025.

  • AE Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 154 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2025, an estimated $5.94K.
  • AE Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2025 and held it in 1 quarter.
  • AE Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $5.94K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.