Forthright Family Wealth Advisory’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Forthright Family Wealth Advisory’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	$1.14M	Buy	+28,270	New	+$1.13M	0.64%	27
2026 Q1	–	Sell	-28,906	Closed	-$1.17M	–	71
2025 Q4	$1.17M	Buy	28,906 +1,973	+7%	+$79.8K	0.73%	26
2025 Q3	$1.09M	Sell	26,933 -2,066	-7%	-$81.6K	0.67%	27
2025 Q2	$1.13M	Sell	28,999 -3,939	-12%	-$150K	0.72%	25
2025 Q1	$1.27M	Buy	32,938 +296	+0.9%	+$11.4K	0.84%	24
2024 Q4	$1.24M	Buy	32,642 +19,584	+150%	+$769K	0.81%	25
2024 Q3	$517K	Buy	+13,058	New	+$518K	0.33%	37

Other funds holding JPMB

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

FFN

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

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LFA

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Forthright Family Wealth Advisory's JPMB Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2026: 28,270 shares worth $1.14M. The stake represents 0.64% of the portfolio and ranks #27 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in JPMB as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in JPMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2025. 12 funds tracked by Wall St. Rank hold JPMB as of Q2 2026.

Forthright Family Wealth Advisory held 28,270 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $1.14M as of Q2 2026.
JPMorgan USD Emerging Markets Sovereign Bond ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.64% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #27 holding.
Forthright Family Wealth Advisory first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2024 and has held it in 7 quarters since.
Forthright Family Wealth Advisory's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $1.27M in Q1 2025.
12 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.