Landmark Wealth Management (Illinois)’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Landmark Wealth Management (Illinois)’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 Q2	–	Sell	-17,003	Closed	-$655K	–	50
2025 Q1	$655K	Sell	17,003 -55,085	-76%	-$2.12M	0.31%	43
2024 Q4	$2.74M	Sell	72,088 -7,627	-10%	-$299K	1.34%	21
2024 Q3	$3.24M	Buy	79,715 +2,603	+3%	+$103K	1.61%	18
2024 Q2	$2.98M	Buy	+77,112	New	+$2.98M	1.64%	18

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s JPMB Position: Q2 2025 in Review

Landmark Wealth Management (Illinois) sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2025, closing a stake of 17,003 shares — an estimated $655K sold.

Landmark Wealth Management (Illinois) first reported a position in JPMB in Q2 2024 and held it in 4 quarters. The position peaked at $3.24M in Q3 2024. 34 funds tracked by Wall St. Rank hold JPMB as of Q2 2025.

Landmark Wealth Management (Illinois) reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2025 after selling out during the quarter.
Landmark Wealth Management (Illinois) sold 17,003 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2025, an estimated $655K.
Landmark Wealth Management (Illinois) first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2024 and held it in 4 quarters.
Landmark Wealth Management (Illinois)'s JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $3.24M in Q3 2024.
34 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2025.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 5 Aug 2025.