Carolinas Wealth Consulting’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-141	Closed	-$5.44K	–	503
2025 Q1	$5.44K	Hold	141	–	–	﹤0.01%	595
2024 Q4	$5.39K	Hold	141	–	–	﹤0.01%	623
2024 Q3	$5.73K	Buy	141 +59	+72%	+$2.34K	﹤0.01%	642
2024 Q2	$3.17K	Hold	82	–	–	﹤0.01%	718
2024 Q1	$3.22K	Buy	+82	New	+$3.2K	﹤0.01%	715

Other funds holding JPMB

CIM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFWA

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Carolinas Wealth Consulting's JPMB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2025, closing a stake of 141 shares — an estimated $5.44K sold.

Carolinas Wealth Consulting first reported a position in JPMB in Q1 2024 and held it in 5 quarters. The position peaked at $5.73K in Q3 2024. 34 funds tracked by Wall St. Rank hold JPMB as of Q2 2025.

Carolinas Wealth Consulting reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 141 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2025, an estimated $5.44K.
Carolinas Wealth Consulting first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $5.73K in Q3 2024.
34 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.