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Kozak & Associates’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Kozak & Associates’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
Q3 		– Sell
-126
Closed -$4.89K – 473
2025
Q2 		$4.89K Buy
+126
New +$4.78K ﹤0.01% 291

Other funds holding JPMB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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

Kozak & Associates's JPMB Position: Q3 2025 in Review

Kozak & Associates sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q3 2025, closing a stake of 126 shares — an estimated $4.89K sold.

Kozak & Associates first reported a position in JPMB in Q2 2025 and held it in 1 quarter. The position peaked at $4.89K in Q2 2025. 33 funds tracked by Wall St. Rank hold JPMB as of Q3 2025.

  • Kozak & Associates reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kozak & Associates sold 126 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q3 2025, an estimated $4.89K.
  • Kozak & Associates first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2025 and held it in 1 quarter.
  • Kozak & Associates's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $4.89K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.