MCWS
JPMB icon

McKinley Carter Wealth Services’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

McKinley Carter Wealth Services’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
Q3 		– Sell
-93,782
Closed -$3.63M – 305
2024
Q2 		$3.63M Buy
93,782
+1,127
+1% +$43.6K 0.23% 79
2024
Q1 		$3.64M Buy
92,655
+5,828
+7% +$227K 0.24% 78
2023
Q4 		$3.46M Buy
86,827
+3,258
+4% +$123K 0.25% 77
2023
Q3 		$3.11M Buy
83,569
+5,852
+8% +$225K 0.25% 76
2023
Q2 		$3.03M Buy
+77,717
New +$3.02M 0.23% 79

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
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
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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

McKinley Carter Wealth Services's JPMB Position: Q3 2024 in Review

McKinley Carter Wealth Services sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q3 2024, closing a stake of 93,782 shares — an estimated $3.63M sold.

McKinley Carter Wealth Services first reported a position in JPMB in Q2 2023 and held it in 5 quarters. The position peaked at $3.64M in Q1 2024. 50 funds tracked by Wall St. Rank hold JPMB as of Q3 2024.

  • McKinley Carter Wealth Services reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q3 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 93,782 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q3 2024, an estimated $3.63M.
  • McKinley Carter Wealth Services first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2023 and held it in 5 quarters.
  • McKinley Carter Wealth Services's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $3.64M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q3 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2024, filed 16 Oct 2024.