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

Perigon Wealth 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
2021
Q1 		– Sell
-2,921
Closed -$151K – 783
2020
Q4 		$151K Buy
+2,921
New +$146K 0.02% 458

Other funds holding JPMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perigon Wealth Management's JPMB Position: Q1 2021 in Review

Perigon Wealth Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q1 2021, closing a stake of 2,921 shares — an estimated $151K sold.

Perigon Wealth Management first reported a position in JPMB in Q4 2020 and held it in 1 quarter. The position peaked at $151K in Q4 2020. 15 funds tracked by Wall St. Rank hold JPMB as of Q1 2021.

  • Perigon Wealth Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,921 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q1 2021, an estimated $151K.
  • Perigon Wealth Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $151K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.