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

Centric 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
2022
Q3 		– Sell
-33,899
Closed -$1.3M – 127
2022
Q2 		$1.3M Buy
+33,899
New +$1.37M 0.48% 60

Other funds holding JPMB

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Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centric Wealth Management's JPMB Position: Q3 2022 in Review

Centric Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q3 2022, closing a stake of 33,899 shares — an estimated $1.3M sold.

Centric Wealth Management first reported a position in JPMB in Q2 2022 and held it in 1 quarter. The position peaked at $1.3M in Q2 2022. 19 funds tracked by Wall St. Rank hold JPMB as of Q3 2022.

  • Centric Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Centric Wealth Management sold 33,899 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q3 2022, an estimated $1.3M.
  • Centric Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2022 and held it in 1 quarter.
  • Centric Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $1.3M in Q2 2022.
  • 19 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q3 2022.

Based on Centric Wealth Management's 13F filing for Q3 2022, filed 5 Oct 2022.