Wealth Enhancement Advisory Services
JPMB icon

Wealth Enhancement Advisory Services’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-12,065
Closed -$469K – 3643
2025
Q2 		$469K Sell
12,065
-4,695
-28% -$178K ﹤0.01% 2272
2025
Q1 		$646K Buy
16,760
+186
+1% +$7.15K ﹤0.01% 1867
2024
Q4 		$630K Buy
16,574
+5,777
+54% +$227K ﹤0.01% 1820
2024
Q3 		$439K Buy
+10,797
New +$428K ﹤0.01% 1905

Other funds holding JPMB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPMB Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q3 2025, closing a stake of 12,065 shares — an estimated $469K sold.

Wealth Enhancement Advisory Services first reported a position in JPMB in Q3 2024 and held it in 4 quarters. The position peaked at $646K in Q1 2025. 33 funds tracked by Wall St. Rank hold JPMB as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,065 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q3 2025, an estimated $469K.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q3 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $646K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.