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United Advisor Group’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

United Advisor Group’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
Q4 		– Sell
-6,775
Closed -$275K – 385
2024
Q3 		$275K Sell
6,775
-469
-6% -$18.6K 0.06% 292
2024
Q2 		$280K Buy
+7,244
New +$280K 0.09% 208

Other funds holding JPMB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

United Advisor Group's JPMB Position: Q4 2024 in Review

United Advisor Group sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q4 2024, closing a stake of 6,775 shares — an estimated $275K sold.

United Advisor Group first reported a position in JPMB in Q2 2024 and held it in 2 quarters. The position peaked at $280K in Q2 2024. 46 funds tracked by Wall St. Rank hold JPMB as of Q4 2024.

  • United Advisor Group reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q4 2024 after selling out during the quarter.
  • United Advisor Group sold 6,775 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q4 2024, an estimated $275K.
  • United Advisor Group first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q2 2024 and held it in 2 quarters.
  • United Advisor Group's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $280K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.