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Source Financial Advisors’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Source Financial Advisors’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 		$345K Buy
+8,502
New +$337K 0.1% 88

Other funds holding JPMB

AHSSHC
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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

Source Financial Advisors's JPMB Position: Q3 2024 in Review

Source Financial Advisors opened a new position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q3 2024: 8,502 shares worth $345K. The stake represents 0.1% of the portfolio and ranks #88 among its holdings.

50 funds tracked by Wall St. Rank hold JPMB as of Q3 2024.

  • Source Financial Advisors held 8,502 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $345K as of Q3 2024.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF was a new Source Financial Advisors position in Q3 2024.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF made up 0.1% of Source Financial Advisors's portfolio in Q3 2024, its #88 holding.
  • 50 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.