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

Bartlett & Co’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
2023
Q4 		$9K Hold
225
– – ﹤0.01% 1018
2023
Q3 		$8K Buy
+225
New +$8.64K ﹤0.01% 953

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H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Bartlett & Co's JPMB Position: Q4 2023 in Review

Bartlett & Co held its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) position steady in Q4 2023 at 225 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Bartlett & Co first reported a position in JPMB in Q3 2023 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold JPMB as of Q4 2023.

  • Bartlett & Co held 225 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $9K as of Q4 2023.
  • Bartlett & Co left its JPMorgan USD Emerging Markets Sovereign Bond ETF share count unchanged in Q4 2023.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1018 holding.
  • Bartlett & Co first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.