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EverSource Wealth Advisors’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

EverSource Wealth Advisors’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
2024
Q2 		– Sell
-145
Closed -$5.52K – 3107
2024
Q1 		$5.52K Buy
+145
New +$5.66K ﹤0.01% 2006

Other funds holding JPMB

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EverSource Wealth Advisors's JPMB Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2024, closing a stake of 145 shares — an estimated $5.52K sold.

EverSource Wealth Advisors first reported a position in JPMB in Q1 2024 and held it in 1 quarter. The position peaked at $5.52K in Q1 2024. 49 funds tracked by Wall St. Rank hold JPMB as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 145 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2024, an estimated $5.52K.
  • EverSource Wealth Advisors first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $5.52K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.