Carson Wealth (CWM LLC)’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4M | Buy |
978,086
+873,387
| +834% | +$46.8M | 0.18% | 107 |
|
|
2025
Q1 | $5.6M | Buy |
104,699
+11,320
| +12% | +$606K | 0.02% | 490 |
|
|
2024
Q4 | $4.88M | Buy |
93,379
+34,451
| +58% | +$1.8M | 0.02% | 480 |
|
|
2024
Q3 | $3.22M | Buy |
58,928
+34,067
| +137% | +$1.86M | 0.01% | 559 |
|
|
2024
Q2 | $1.3M | Buy |
24,861
+17,526
| +239% | +$916K | 0.01% | 778 |
|
|
2024
Q1 | $385K | Buy |
7,335
+6,814
| +1,308% | +$358K | ﹤0.01% | 1225 |
|
|
2023
Q4 | $28K | Buy |
+521
| New | +$28K | ﹤0.01% | 2558 |
|