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

Marcum Wealth’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
Q1 		$232K Buy
+6,015
New +$231K 0.02% 341
2024
Q4 		– Sell
-6,304
Closed -$256K – 424
2024
Q3 		$256K Buy
+6,304
New +$250K 0.02% 319

Other funds holding JPMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Marcum Wealth's JPMB Position: Q1 2025 in Review

Marcum Wealth opened a new position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q1 2025: 6,015 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #341 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in JPMB as recently as Q3 2024.

Marcum Wealth first reported a position in JPMB in Q3 2024 and has held it in 2 quarters since. The position peaked at $256K in Q3 2024. 47 funds tracked by Wall St. Rank hold JPMB as of Q1 2025.

  • Marcum Wealth held 6,015 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $232K as of Q1 2025.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF was a new Marcum Wealth position in Q1 2025.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #341 holding.
  • Marcum Wealth first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Marcum Wealth's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $256K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.