Aspire Private Capital’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-131	Closed	-$5.32K	–	416
2024 Q3	$5.32K	Sell	131 -695	-84%	-$27.6K	﹤0.01%	454
2024 Q2	$31.9K	Sell	826 -27	-3%	-$1.04K	0.01%	273
2024 Q1	$33.5K	Hold	853	–	–	0.01%	268
2023 Q4	$34K	Buy	853 +81	+10%	+$3.06K	0.01%	255
2023 Q3	$28.8K	Buy	772 +390	+102%	+$15K	0.01%	274
2023 Q2	$14.9K	Buy	+382	New	+$14.8K	﹤0.01%	331

Other funds holding JPMB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Aspire Private Capital's JPMB Position: Q4 2024 in Review

Aspire Private Capital sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2024, closing a stake of 131 shares — an estimated $5.32K sold.

Aspire Private Capital first reported a position in JPMB in Q2 2023 and held it in 6 quarters. The position peaked at $34K in Q4 2023. 46 funds tracked by Wall St. Rank hold JPMB as of Q4 2024.

Aspire Private Capital reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 131 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2024, an estimated $5.32K.
Aspire Private Capital first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2023 and held it in 6 quarters.
Aspire Private Capital's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $34K in Q4 2023.
46 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.