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 Q3	$7.61M	Buy	148,948 +3,021	+2%	+$159K	1.83%	10
2026 Q2	$7.81M	Sell	145,927 -33,479	-19%	-$1.79M	1.87%	10
2026 Q1	$9.6M	Buy	179,406 +16,617	+10%	+$900K	2.17%	6
2025 Q4	$8.8M	Sell	162,789 -17,267	-10%	-$937K	1.93%	8
2025 Q3	$9.8M	Sell	180,056 -3,102	-2%	-$166K	2.22%	7
2025 Q2	$9.8M	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 $1.52B AUM 21.45% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Centurion Wealth Management's JBND Position: Q3 2026 in Review

Centurion Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 2.1% in Q3 2026, buying an estimated $159K and bringing the position to 148,948 shares worth $7.61M. The position accounts for 1.83% of the portfolio, ranked #10.

Centurion Wealth Management first reported a position in JBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q1 2025. 100 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Centurion Wealth Management held 148,948 shares of JPMorgan Active Bond ETF worth $7.61M as of Q3 2026.
Centurion Wealth Management bought 3,021 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $159K.
JPMorgan Active Bond ETF made up 1.83% of Centurion Wealth Management's portfolio in Q3 2026, its #10 holding.
Centurion Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 9 quarters since.
Centurion Wealth Management's JPMorgan Active Bond ETF position peaked at $10.2M in Q1 2025.
100 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.