Stifel Financial

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

Stifel Financial’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
2025 Q2	–	Sell	-41,418	Closed	-$1.6M	–	3533
2025 Q1	$1.6M	Buy	41,418 +370	+0.9%	+$14.2K	﹤0.01%	1917
2024 Q4	$1.56M	Buy	41,048 +583	+1%	+$22.9K	﹤0.01%	1948
2024 Q3	$1.64M	Buy	40,465 +19,172	+90%	+$761K	﹤0.01%	1899
2024 Q2	$823K	Sell	21,293 -455	-2%	-$17.6K	﹤0.01%	2304
2024 Q1	$854K	Buy	+21,748	New	+$849K	﹤0.01%	2287

Other funds holding JPMB

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Forthright Family Wealth Advisory Houston, Texas $149M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return