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

Cary Street Partners Investment Advisory’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 		– Sell
-203
Closed -$7.56K – 1251
2023
Q3 		$7.56K Buy
+203
New +$7.79K ﹤0.01% 1366
2020
Q4 		– Sell
-2,006
Closed -$97K – 626
2020
Q3 		$97K Buy
+2,006
New +$98.4K 0.02% 380

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H
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MCWS
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EH
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PFA
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Cary Street Partners Investment Advisory's JPMB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2023, closing a stake of 203 shares — an estimated $7.56K sold.

Cary Street Partners Investment Advisory first reported a position in JPMB in Q3 2020 and held it in 2 quarters. The position peaked at $97K in Q3 2020. 25 funds tracked by Wall St. Rank hold JPMB as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 203 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2023, an estimated $7.56K.
  • Cary Street Partners Investment Advisory first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $97K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.