Steward Partners Investment Advisory’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
14,793
-1,249
| -8% | -$48.7K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $618K | Sell |
16,042
-317
| -2% | -$12.2K | 0.01% | 1123 |
|
|
2024
Q4 | $622K | Buy |
16,359
+136
| +0.8% | +$5.17K | 0.01% | 1062 |
|
|
2024
Q3 | $659K | Sell |
16,223
-184
| -1% | -$7.47K | 0.01% | 1002 |
|
|
2024
Q2 | $634K | Buy |
16,407
+878
| +6% | +$34K | 0.01% | 960 |
|
|
2024
Q1 | $610K | Sell |
15,529
-47
| -0.3% | -$1.85K | 0.01% | 975 |
|
|
2023
Q4 | $621K | Buy |
15,576
+1
| +0% | +$40 | 0.01% | 904 |
|
|
2023
Q3 | $580K | Sell |
15,575
-583
| -4% | -$21.7K | 0.01% | 873 |
|
|
2023
Q2 | $630K | Sell |
16,158
-1,775
| -10% | -$69.2K | 0.01% | 856 |
|
|
2023
Q1 | $705K | Buy |
17,933
+11,752
| +190% | +$462K | 0.01% | 795 |
|
|
2022
Q4 | $239K | Buy |
6,181
+3,824
| +162% | +$148K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $86K | Buy |
2,357
+337
| +17% | +$12.3K | ﹤0.01% | 1556 |
|
|
2022
Q2 | $77K | Buy |
+2,020
| New | +$77K | ﹤0.01% | 1603 |
|