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

Evolution 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
2026
Q2 		$1.33K Hold
33
– – ﹤0.01% 859
2026
Q1 		$1.29K Sell
33
-27
-45% -$1.08K ﹤0.01% 778
2025
Q4 		$2.42K Hold
60
– – ﹤0.01% 623
2025
Q3 		$2.42K Hold
60
– – ﹤0.01% 489
2025
Q2 		$2.34K Buy
+60
New +$2.28K ﹤0.01% 510

Other funds holding JPMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
LPL Financial
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Evolution Wealth Management's JPMB Position: Q2 2026 in Review

Evolution Wealth Management held its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) position steady in Q2 2026 at 33 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Evolution Wealth Management first reported a position in JPMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42K in Q4 2025. 37 funds tracked by Wall St. Rank hold JPMB as of Q2 2026.

  • Evolution Wealth Management held 33 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $1.33K as of Q2 2026.
  • Evolution Wealth Management left its JPMorgan USD Emerging Markets Sovereign Bond ETF share count unchanged in Q2 2026.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #859 holding.
  • Evolution Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $2.42K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.