Cary Street Partners Asset Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Cary Street Partners Asset 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
2023 Q2	–	Sell	-203	Closed	-$7.98K	–	296
2023 Q1	$7.98K	Hold	203	–	–	﹤0.01%	348
2022 Q4	$7.86K	Hold	203	–	–	﹤0.01%	379
2022 Q3	$7K	Buy	+203	New	+$7.86K	﹤0.01%	355

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BAAM

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HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cary Street Partners Asset Management's JPMB Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2023, closing a stake of 203 shares — an estimated $7.98K sold.

Cary Street Partners Asset Management first reported a position in JPMB in Q3 2022 and held it in 3 quarters. The position peaked at $7.98K in Q1 2023. 22 funds tracked by Wall St. Rank hold JPMB as of Q2 2023.

Cary Street Partners Asset Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 203 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2023, an estimated $7.98K.
Cary Street Partners Asset Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $7.98K in Q1 2023.
22 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.