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

BKM 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
Q1 		– Sell
-1,791
Closed -$71.4K – 374
2023
Q4 		$71.4K Buy
+1,791
New +$67.7K 0.03% 229

Other funds holding JPMB

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

BKM Wealth Management's JPMB Position: Q1 2024 in Review

BKM Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q1 2024, closing a stake of 1,791 shares — an estimated $71.4K sold.

BKM Wealth Management first reported a position in JPMB in Q4 2023 and held it in 1 quarter. The position peaked at $71.4K in Q4 2023. 42 funds tracked by Wall St. Rank hold JPMB as of Q1 2024.

  • BKM Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,791 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q1 2024, an estimated $71.4K.
  • BKM Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $71.4K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.