ARQ Wealth Advisors’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

ARQ Wealth Advisors’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
2026 Q3	$5.39M	Buy	141,730 +17,965	+15%	+$709K	0.65%	53
2026 Q2	$4.91M	Buy	123,765 +37,958	+44%	+$1.52M	0.61%	57
2026 Q1	$3.37M	Buy	85,807 +7,351	+9%	+$295K	0.61%	61
2025 Q4	$3.17M	Buy	78,456 +2,218	+3%	+$89.7K	0.85%	43
2025 Q3	$3.08M	Buy	76,238 +26,459	+53%	+$1.04M	0.91%	41
2025 Q2	$1.92M	Hold	49,779	–	–	0.66%	47
2025 Q1	$1.92M	Buy	49,779 +11,836	+31%	+$455K	0.71%	42
2024 Q4	$1.45M	Buy	37,943 +5,948	+19%	+$233K	0.55%	48
2024 Q3	$1.28M	Buy	31,995 +2,736	+9%	+$109K	0.48%	45
2024 Q2	$1.13M	Buy	29,259 +3,310	+13%	+$128K	0.49%	44
2024 Q1	$1.02M	Buy	+25,949	New	+$1.01M	0.44%	46
2023 Q3	–	Sell	-13,231	Closed	-$516K	–	62
2023 Q2	$516K	Buy	+13,231	New	+$513K	0.34%	43

Other funds holding JPMB

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forthright Family Wealth Advisory Houston, Texas $176M AUM 13.05% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

ARQ Wealth Advisors's JPMB Position: Q3 2026 in Review

ARQ Wealth Advisors increased its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 15% in Q3 2026, buying an estimated $709K and bringing the position to 141,730 shares worth $5.39M. The position accounts for 0.65% of the portfolio, ranked #53.

ARQ Wealth Advisors first reported a position in JPMB in Q2 2023 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold JPMB as of Q3 2026.

ARQ Wealth Advisors held 141,730 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $5.39M as of Q3 2026.
ARQ Wealth Advisors bought 17,965 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q3 2026, an estimated $709K.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.65% of ARQ Wealth Advisors's portfolio in Q3 2026, its #53 holding.
ARQ Wealth Advisors first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2023 and has held it in 12 quarters since.
33 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.