Convergence Financial’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Convergence Financial’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
2026 Q1	$348K	Buy	8,867 +265	+3%	+$10.6K	0.04%	174
2025 Q4	$347K	Buy	8,602 +82	+1%	+$3.32K	0.05%	150
2025 Q3	$344K	Buy	8,520 +241	+3%	+$9.52K	0.05%	151
2025 Q2	$323K	Buy	8,279 +519	+7%	+$19.7K	0.06%	150
2025 Q1	$299K	Buy	7,760 +168	+2%	+$6.46K	0.06%	134
2024 Q4	$289K	Buy	7,592 +224	+3%	+$8.79K	0.06%	123
2024 Q3	$299K	Buy	7,368 +693	+10%	+$27.5K	0.06%	123
2024 Q2	$258K	Buy	+6,675	New	+$258K	0.07%	131

Other funds holding JPMB

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

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

CIM

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Convergence Financial's JPMB Position: Q1 2026 in Review

Convergence Financial increased its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 3.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 8,867 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #174.

Convergence Financial first reported a position in JPMB in Q2 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold JPMB as of Q1 2026.

Convergence Financial held 8,867 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $348K as of Q1 2026.
Convergence Financial bought 265 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q1 2026, an estimated $10.6K.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.04% of Convergence Financial's portfolio in Q1 2026, its #174 holding.
Convergence Financial first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2024 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.