Financial Gravity Asset Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-348	Closed	-$13.7K	–	1965
2024 Q1	$13.7K	Buy	+348	New	+$13.6K	﹤0.01%	646
2023 Q3	–	Sell	-39	Closed	-$15.4K	–	1520
2023 Q2	$15.4K	Buy	+39	New	+$1.51K	0.04%	188
2023 Q1	–	Sell	-39	Closed	-$12.5K	–	1410
2022 Q4	$12.5K	Buy	+39	New	+$1.47K	0.07%	189

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Gravity Asset Management's JPMB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2024, closing a stake of 348 shares — an estimated $13.7K sold.

Financial Gravity Asset Management first reported a position in JPMB in Q4 2022 and held it in 3 quarters. The position peaked at $15.4K in Q2 2023. 49 funds tracked by Wall St. Rank hold JPMB as of Q2 2024.

Financial Gravity Asset Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 348 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2024, an estimated $13.7K.
Financial Gravity Asset Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $15.4K in Q2 2023.
49 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.