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

HoyleCohen’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	-91,912	Closed	-$3.61M	–	290
2024 Q1	$3.61M	Sell	91,912 -21,177	-19%	-$827K	0.28%	86
2023 Q4	$4.51M	Sell	113,089 -1,647	-1%	-$62.3K	0.37%	72
2023 Q3	$4.27M	Buy	114,736 +3,442	+3%	+$132K	0.4%	67
2023 Q2	$4.34M	Sell	111,294 -5,417	-5%	-$210K	0.38%	70
2023 Q1	$4.59M	Buy	116,711 +1,897	+2%	+$74.3K	0.43%	67
2022 Q4	$4.45M	Buy	114,814 +11,955	+12%	+$451K	0.44%	70
2022 Q3	$3.73M	Buy	102,859 +3,692	+4%	+$143K	0.41%	68
2022 Q2	$3.79M	Buy	99,167 +86,777	+700%	+$3.5M	0.4%	69
2022 Q1	$539K	Sell	12,390 -9,800	-44%	-$441K	0.05%	187
2021 Q4	$1.07M	Buy	+22,190	New	+$1.08M	0.09%	141

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

HoyleCohen's JPMB Position: Q2 2024 in Review

HoyleCohen sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2024, closing a stake of 91,912 shares — an estimated $3.61M sold.

HoyleCohen first reported a position in JPMB in Q4 2021 and held it in 10 quarters. The position peaked at $4.59M in Q1 2023. 49 funds tracked by Wall St. Rank hold JPMB as of Q2 2024.

HoyleCohen reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2024 after selling out during the quarter.
HoyleCohen sold 91,912 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2024, an estimated $3.61M.
HoyleCohen first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2021 and held it in 10 quarters.
HoyleCohen's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $4.59M in Q1 2023.
49 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.