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Beam Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Beam Wealth Advisors’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
Q3 		– Sell
-39,793
Closed -$2.13M – 112
2025
Q2 		$2.13M Buy
39,793
+27,932
+235% +$1.48M 0.64% 43
2025
Q1 		$635K Buy
11,861
+121
+1% +$6.39K 0.21% 81
2024
Q4 		$613K Buy
+11,740
New +$623K 0.19% 83

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beam Wealth Advisors's JBND Position: Q3 2025 in Review

Beam Wealth Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q3 2025, closing a stake of 39,793 shares — an estimated $2.13M sold.

Beam Wealth Advisors first reported a position in JBND in Q4 2024 and held it in 3 quarters. The position peaked at $2.13M in Q2 2025. 213 funds tracked by Wall St. Rank hold JBND as of Q3 2025.

  • Beam Wealth Advisors reported no remaining JPMorgan Active Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 39,793 JPMorgan Active Bond ETF shares in Q3 2025, an estimated $2.13M.
  • Beam Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and held it in 3 quarters.
  • Beam Wealth Advisors's JPMorgan Active Bond ETF position peaked at $2.13M in Q2 2025.
  • 213 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2025.

Based on Beam Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.