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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

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Raymond James & Associates
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 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.