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Steward Partners Investment Advisory’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$579K Sell
14,754
-333
-2% -$13.4K ﹤0.01% 1438
2025
Q4 		$609K Buy
15,087
+75
+0.5% +$3.03K ﹤0.01% 1313
2025
Q3 		$606K Buy
15,012
+219
+1% +$8.65K ﹤0.01% 1280
2025
Q2 		$576K Sell
14,793
-1,249
-8% -$47.4K ﹤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% +$5.34K 0.01% 1062
2024
Q3 		$659K Sell
16,223
-184
-1% -$7.3K 0.01% 1002
2024
Q2 		$634K Buy
16,407
+878
+6% +$34K 0.01% 960
2024
Q1 		$610K Sell
15,529
-47
-0.3% -$1.83K 0.01% 975
2023
Q4 		$621K Buy
15,576
+1
+0% +$38 0.01% 904
2023
Q3 		$580K Sell
15,575
-583
-4% -$22.4K 0.01% 873
2023
Q2 		$630K Sell
16,158
-1,775
-10% -$68.9K 0.01% 856
2023
Q1 		$705K Buy
17,933
+11,752
+190% +$460K 0.01% 795
2022
Q4 		$239K Buy
6,181
+3,824
+162% +$144K ﹤0.01% 1171
2022
Q3 		$86K Buy
2,357
+337
+17% +$13K ﹤0.01% 1556
2022
Q2 		$77K Buy
+2,020
New +$81.6K ﹤0.01% 1603

Other funds holding JPMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Steward Partners Investment Advisory's JPMB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) stake by 2.2% in Q1 2026, selling an estimated $13.4K and leaving 14,754 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Steward Partners Investment Advisory first reported a position in JPMB in Q2 2022 and has held it in 16 quarters since. The position peaked at $705K in Q1 2023. 39 funds tracked by Wall St. Rank hold JPMB as of Q1 2026.

  • Steward Partners Investment Advisory held 14,754 shares of JPMorgan USD Emerging Markets Sovereign Bond ETF worth $579K as of Q1 2026.
  • Steward Partners Investment Advisory sold 333 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q1 2026, an estimated $13.4K.
  • JPMorgan USD Emerging Markets Sovereign Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1438 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $705K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.