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Beaumont Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Beaumont Financial 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
2026
Q1 		$529K Sell
9,844
-1,880
-16% -$102K 0.04% 228
2025
Q4 		$634K Buy
11,724
+481
+4% +$26.1K 0.04% 208
2025
Q3 		$609K Sell
11,243
-2,080
-16% -$112K 0.04% 212
2025
Q2 		$714K Buy
13,323
+232
+2% +$12.3K 0.05% 186
2025
Q1 		$701K Buy
13,091
+608
+5% +$32.1K 0.06% 184
2024
Q4 		$652K Sell
12,483
-682
-5% -$36.2K 0.05% 192
2024
Q3 		$719K Buy
13,165
+1,364
+12% +$73.3K 0.06% 175
2024
Q2 		$617K Sell
11,801
-504
-4% -$26.1K 0.05% 192
2024
Q1 		$646K Buy
12,305
+2,673
+28% +$140K 0.05% 180
2023
Q4 		$510K Buy
+9,632
New +$491K 0.05% 194

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return