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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFWA

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Stifel Financial's JPMB Position: Q2 2025 in Review

Stifel Financial sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2025, closing a stake of 41,418 shares — an estimated $1.6M sold.

Stifel Financial first reported a position in JPMB in Q1 2024 and held it in 5 quarters. The position peaked at $1.64M in Q3 2024. 34 funds tracked by Wall St. Rank hold JPMB as of Q2 2025.

Stifel Financial reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2025 after selling out during the quarter.
Stifel Financial sold 41,418 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2025, an estimated $1.6M.
Stifel Financial first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q1 2024 and held it in 5 quarters.
Stifel Financial's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $1.64M in Q3 2024.
34 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.