Centurion Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Centurion Wealth Management’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 Q2	$7.81M	Sell	145,927 -33,479	-19%	-$1.79M	1.87%	10
2026 Q1	$9.65M	Buy	179,406 +16,617	+10%	+$900K	2.18%	6
2025 Q4	$8.8M	Sell	162,789 -17,267	-10%	-$937K	1.93%	8
2025 Q3	$9.75M	Sell	180,056 -3,102	-2%	-$166K	2.23%	7
2025 Q2	$9.82M	Sell	183,158 -12,694	-6%	-$672K	2.81%	7
2025 Q1	$10.2M	Hold	195,852	–	–	3.2%	7
2024 Q4	$10.2M	Buy	195,852 +82,263	+72%	+$4.37M	3.2%	7
2024 Q3	$6.21M	Buy	+113,589	New	+$6.1M	1.98%	13

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return