CGN Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

CGN 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 Q2	$15.5M	Sell	290,493 -2,306	-0.8%	-$123K	1.13%	17
2026 Q1	$15.7M	Buy	292,799 +11,710	+4%	+$634K	1.24%	16
2025 Q4	$15.2M	Buy	281,089 +5,354	+2%	+$291K	1.2%	16
2025 Q3	$14.9M	Buy	275,735 +20,755	+8%	+$1.11M	1.23%	15
2025 Q2	$13.7M	Sell	254,980 -51,511	-17%	-$2.73M	1.22%	18
2025 Q1	$16.4M	Buy	306,491 +41,502	+16%	+$2.19M	1.61%	14
2024 Q4	$13.8M	Buy	264,989 +78,732	+42%	+$4.18M	1.35%	17
2024 Q3	$10.2M	Buy	186,257 +98,534	+112%	+$5.29M	1.02%	21
2024 Q2	$4.58M	Buy	+87,723	New	+$4.54M	0.53%	41

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return