MFG
JPMB icon

Merit Financial Group’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Merit Financial Group’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
2023
Q2 		– Sell
-5,640
Closed -$222K – 755
2023
Q1 		$222K Sell
5,640
-17,011
-75% -$666K 0.01% 575
2022
Q4 		$878K Buy
+22,651
New +$855K 0.03% 315

Other funds holding JPMB

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Merit Financial Group's JPMB Position: Q2 2023 in Review

Merit Financial Group sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2023, closing a stake of 5,640 shares — an estimated $222K sold.

Merit Financial Group first reported a position in JPMB in Q4 2022 and held it in 2 quarters. The position peaked at $878K in Q4 2022. 22 funds tracked by Wall St. Rank hold JPMB as of Q2 2023.

  • Merit Financial Group reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Merit Financial Group sold 5,640 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2023, an estimated $222K.
  • Merit Financial Group first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2022 and held it in 2 quarters.
  • Merit Financial Group's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $878K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2023.

Based on Merit Financial Group's 13F filing for Q2 2023, filed 1 Aug 2023.