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

Frontier 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
2019 Q2	–	Sell	-30,132	Closed	-$1.45M	–	343
2019 Q1	$1.45M	Sell	30,132 -4,979	-14%	-$235K	0.2%	114
2018 Q4	$1.6M	Sell	35,111 -1,293	-4%	-$59.1K	0.24%	99
2018 Q3	$1.7M	Buy	36,404 +3,446	+10%	+$161K	0.16%	101
2018 Q2	$1.52M	Buy	+32,958	New	+$1.56M	0.22%	107

Other funds holding JPMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $308M AUM 12.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Frontier Wealth Management's JPMB Position: Q2 2019 in Review

Frontier Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2019, closing a stake of 30,132 shares — an estimated $1.45M sold.

Frontier Wealth Management first reported a position in JPMB in Q2 2018 and held it in 4 quarters. The position peaked at $1.7M in Q3 2018. 9 funds tracked by Wall St. Rank hold JPMB as of Q2 2019.

Frontier Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2019 after selling out during the quarter.
Frontier Wealth Management sold 30,132 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2019, an estimated $1.45M.
Frontier Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2018 and held it in 4 quarters.
Frontier Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $1.7M in Q3 2018.
9 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.