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Aveo Capital Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Aveo Capital Partners’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-129,610
Closed -$6.88M – 85
2025
Q1 		$6.88M Buy
129,610
+8,066
+7% +$426K 1.14% 24
2024
Q4 		$6.35M Sell
121,544
-4,536
-4% -$241K 0.7% 40
2024
Q3 		$6.89M Buy
126,080
+3,358
+3% +$180K 0.73% 33
2024
Q2 		$6.41M Buy
122,722
+1,740
+1% +$90.1K 0.73% 39
2024
Q1 		$6.23M Buy
+120,982
New +$6.34M 0.68% 38

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Cetera Investment Advisers
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DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Aveo Capital Partners's JBND Position: Q2 2025 in Review

Aveo Capital Partners sold out of JPMorgan Active Bond ETF (JBND) in Q2 2025, closing a stake of 129,610 shares — an estimated $6.88M sold.

Aveo Capital Partners first reported a position in JBND in Q1 2024 and held it in 5 quarters. The position peaked at $6.89M in Q3 2024. 174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

  • Aveo Capital Partners reported no remaining JPMorgan Active Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 129,610 JPMorgan Active Bond ETF shares in Q2 2025, an estimated $6.88M.
  • Aveo Capital Partners first reported a position in JPMorgan Active Bond ETF in Q1 2024 and held it in 5 quarters.
  • Aveo Capital Partners's JPMorgan Active Bond ETF position peaked at $6.89M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.