Beaumont Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
13,323
+232
| +2% | +$12.4K | 0.05% | 186 |
|
|
2025
Q1 | $701K | Buy |
13,091
+608
| +5% | +$32.5K | 0.06% | 184 |
|
|
2024
Q4 | $652K | Sell |
12,483
-682
| -5% | -$35.6K | 0.05% | 192 |
|
|
2024
Q3 | $719K | Buy |
13,165
+1,364
| +12% | +$74.5K | 0.06% | 175 |
|
|
2024
Q2 | $617K | Sell |
11,801
-504
| -4% | -$26.3K | 0.05% | 192 |
|
|
2024
Q1 | $646K | Buy |
12,305
+2,673
| +28% | +$140K | 0.05% | 180 |
|
|
2023
Q4 | $510K | Buy |
+9,632
| New | +$510K | 0.05% | 194 |
|