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 Q2	$730K	Buy	18,118 +9,251	+104%	+$370K	0.06%	144
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

RIG

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

AWA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

FFWA

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Convergence Financial's JPMB Position: Q2 2026 in Review

Convergence Financial increased its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 104% in Q2 2026, buying an estimated $370K and bringing the position to 18,118 shares worth $730K. The position accounts for 0.06% of the portfolio, ranked #144.

Convergence Financial first reported a position in JPMB in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold JPMB as of Q2 2026.

Convergence Financial held 18,118 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $730K as of Q2 2026.
Convergence Financial bought 9,251 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2026, an estimated $370K.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.06% of Convergence Financial's portfolio in Q2 2026, its #144 holding.
Convergence Financial first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2024 and has held it in 9 quarters since.
37 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.