Wilbanks Smith & Thomas Asset Management’s JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2021 Q2	–	Sell	-36,366	Closed	-$1.77M	–	501
2021 Q1	$1.77M	Sell	36,366 -43,078	-54%	-$2.16M	0.08%	161
2020 Q4	$4.1M	Buy	79,444 +20,993	+36%	+$1.05M	0.19%	101
2020 Q3	$2.82M	Buy	58,451 +2,005	+4%	+$98.4K	0.15%	112
2020 Q2	$2.72M	Buy	+56,446	New	+$2.59M	0.17%	107
2020 Q1	–	Sell	-33,678	Closed	-$1.73M	–	409
2019 Q4	$1.73M	Buy	+33,678	New	+$1.71M	0.1%	135

Other funds holding JPMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Wilbanks Smith & Thomas Asset Management's JPMB Position: Q2 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) in Q2 2021, closing a stake of 36,366 shares — an estimated $1.77M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in JPMB in Q4 2019 and held it in 5 quarters. The position peaked at $4.1M in Q4 2020. 16 funds tracked by Wall St. Rank hold JPMB as of Q2 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining JPMorgan USD Emerging Markets Sovereign Bond ETF position as of Q2 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 36,366 JPMorgan USD Emerging Markets Sovereign Bond ETF shares in Q2 2021, an estimated $1.77M.
Wilbanks Smith & Thomas Asset Management first reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF in Q4 2019 and held it in 5 quarters.
Wilbanks Smith & Thomas Asset Management's JPMorgan USD Emerging Markets Sovereign Bond ETF position peaked at $4.1M in Q4 2020.
16 funds tracked by Wall St. Rank held JPMorgan USD Emerging Markets Sovereign Bond ETF as of Q2 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2021, filed 4 Aug 2021.