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

Lummis Asset 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
2026
Q2 		– Sell
-110
Closed -$4.32K – 226
2026
Q1 		$4.32K Hold
110
– – ﹤0.01% 147
2025
Q4 		$4.44K Buy
+110
New +$4.45K ﹤0.01% 143

Other funds holding JPMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Lummis Asset Management's JPMB Position: Q2 2026 in Review

Lummis Asset Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2026, closing a stake of 110 shares — an estimated $4.32K sold.

Lummis Asset Management first reported a position in JPMB in Q4 2025 and held it in 2 quarters. The position peaked at $4.44K in Q4 2025. 37 funds tracked by Wall St. Rank hold JPMB as of Q2 2026.

  • Lummis Asset Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lummis Asset Management sold 110 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2026, an estimated $4.32K.
  • Lummis Asset Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2025 and held it in 2 quarters.
  • Lummis Asset Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $4.44K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.