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

GeoWealth 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
2025
Q4 		– Sell
-5,199
Closed -$210K – 800
2025
Q3 		$210K Sell
5,199
-234
-4% -$9.24K 0.01% 679
2025
Q2 		$212K Sell
5,433
-8,177
-60% -$310K 0.01% 641
2025
Q1 		$525K Sell
13,610
-72,986
-84% -$2.81M 0.02% 412
2024
Q4 		$3.29M Sell
86,596
-23,470
-21% -$921K 0.11% 128
2024
Q3 		$4.47M Buy
110,066
+82,759
+303% +$3.28M 0.16% 110
2024
Q2 		$1.06M Sell
27,307
-69,368
-72% -$2.68M 0.05% 259
2024
Q1 		$3.8M Buy
96,675
+7,039
+8% +$275K 0.15% 118
2023
Q4 		$3.57M Buy
89,636
+10,132
+13% +$383K 0.3% 78
2023
Q3 		$2.96M Buy
79,504
+17,645
+29% +$678K 0.34% 75
2023
Q2 		$2.41M Buy
+61,859
New +$2.4M 0.26% 79
2020
Q1 		– Sell
-4,040
Closed -$207K – 108
2019
Q4 		$207K Sell
4,040
-3,912
-49% -$199K 0.11% 95
2019
Q3 		$402K Buy
+7,952
New +$402K 0.09% 118

Other funds holding JPMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

GeoWealth Management's JPMB Position: Q4 2025 in Review

GeoWealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2025, closing a stake of 5,199 shares — an estimated $210K sold.

GeoWealth Management first reported a position in JPMB in Q3 2019 and held it in 12 quarters. The position peaked at $4.47M in Q3 2024. 33 funds tracked by Wall St. Rank hold JPMB as of Q4 2025.

  • GeoWealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 5,199 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2025, an estimated $210K.
  • GeoWealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2019 and held it in 12 quarters.
  • GeoWealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $4.47M in Q3 2024.
  • 33 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.