Sharkey, Howes & Javer’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Sharkey, Howes & Javer’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 Q4	–	Sell	-6,383	Closed	-$258K	–	162
2025 Q3	$258K	Sell	6,383 -11,188	-64%	-$442K	0.03%	140
2025 Q2	$685K	Sell	17,571 -4,709	-21%	-$179K	0.09%	101
2025 Q1	$859K	Buy	22,280 +5,025	+29%	+$193K	0.12%	91
2024 Q4	$656K	Buy	17,255 +1,181	+7%	+$46.4K	0.09%	99
2024 Q3	$653K	Buy	16,074 +239	+2%	+$9.48K	0.09%	93
2024 Q2	$612K	Sell	15,835 -2,015	-11%	-$78K	0.1%	79
2024 Q1	$701K	Buy	17,850 +12,180	+215%	+$475K	0.11%	79
2023 Q4	$226K	Buy	+5,670	New	+$214K	0.04%	106

Other funds holding JPMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

FFWA

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Sharkey, Howes & Javer's JPMB Position: Q4 2025 in Review

Sharkey, Howes & Javer sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2025, closing a stake of 6,383 shares — an estimated $258K sold.

Sharkey, Howes & Javer first reported a position in JPMB in Q4 2023 and held it in 8 quarters. The position peaked at $859K in Q1 2025. 33 funds tracked by Wall St. Rank hold JPMB as of Q4 2025.

Sharkey, Howes & Javer reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 6,383 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2025, an estimated $258K.
Sharkey, Howes & Javer first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2023 and held it in 8 quarters.
Sharkey, Howes & Javer's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $859K in Q1 2025.
33 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2025, filed 13 Jan 2026.