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Bartlett & Co Wealth Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Bartlett & Co 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
2024
Q4 		– Sell
-225
Closed -$9.14K – 1138
2024
Q3 		$9.14K Hold
225
– – ﹤0.01% 920
2024
Q2 		$8.7K Hold
225
– – ﹤0.01% 931
2024
Q1 		$8.84K Hold
225
– – ﹤0.01% 923
2023
Q4 		$9.04K Hold
225
– – ﹤0.01% 1017
2023
Q3 		$8.38K Buy
+225
New +$8.64K ﹤0.01% 949

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CIM
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Bartlett & Co Wealth Management's JPMB Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2024, closing a stake of 225 shares — an estimated $9.14K sold.

Bartlett & Co Wealth Management first reported a position in JPMB in Q3 2023 and held it in 5 quarters. The position peaked at $9.14K in Q3 2024. 46 funds tracked by Wall St. Rank hold JPMB as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 225 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2024, an estimated $9.14K.
  • Bartlett & Co Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2023 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $9.14K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.