Slow Capital’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Slow Capital’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	-1,628	Closed	-$64K	–	149
2023 Q1	$64K	Sell	1,628 -56,256	-97%	-$2.2M	0.01%	145
2022 Q4	$2.24M	Buy	57,884 +4,924	+9%	+$186K	0.5%	68
2022 Q3	$1.92M	Buy	52,960 +5,360	+11%	+$208K	0.42%	73
2022 Q2	$1.82M	Sell	47,600 -2,752	-5%	-$111K	0.44%	78
2022 Q1	$2.19M	Sell	50,352 -437	-0.9%	-$19.7K	0.41%	87
2021 Q4	$2.46M	Buy	50,789 +4,807	+10%	+$233K	0.42%	87
2021 Q3	$2.25M	Buy	45,982 +13,920	+43%	+$694K	0.41%	87
2021 Q2	$1.6M	Buy	32,062 +3,174	+11%	+$157K	0.3%	114
2021 Q1	$1.53M	Buy	28,888 +6,635	+30%	+$332K	0.33%	110
2020 Q4	$1.15M	Sell	22,253 -1,686	-7%	-$84.5K	0.27%	121
2020 Q3	$1.16M	Buy	23,939 +4,646	+24%	+$228K	0.31%	114
2020 Q2	$929K	Buy	19,293 +510	+3%	+$23.4K	0.27%	111
2020 Q1	$816K	Buy	+18,783	New	+$933K	0.31%	110

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 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

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Slow Capital's JPMB Position: Q2 2023 in Review

Slow Capital sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2023, closing a stake of 1,628 shares — an estimated $64K sold.

Slow Capital first reported a position in JPMB in Q1 2020 and held it in 13 quarters. The position peaked at $2.46M in Q4 2021. 22 funds tracked by Wall St. Rank hold JPMB as of Q2 2023.

Slow Capital reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2023 after selling out during the quarter.
Slow Capital sold 1,628 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2023, an estimated $64K.
Slow Capital first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2020 and held it in 13 quarters.
Slow Capital's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $2.46M in Q4 2021.
22 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2023.

Based on Slow Capital's 13F filing for Q2 2023, filed 9 Aug 2023.