Clear Point Advisors
JBND icon

Clear Point Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-47,397
Closed -$2.59M – 337
2024
Q3 		$2.59M Buy
47,397
+19,694
+71% +$1.06M 2% 10
2024
Q2 		$1.45M Sell
27,703
-7,279
-21% -$377K 1.19% 17
2024
Q1 		$1.84M Sell
34,982
-2,721
-7% -$143K 1.51% 13
2023
Q4 		$2.02M Buy
+37,703
New +$1.92M 1.79% 10

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Diversified Portfolios Inc
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Berger Financial Group
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clear Point Advisors's JBND Position: Q4 2024 in Review

Clear Point Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q4 2024, closing a stake of 47,397 shares — an estimated $2.59M sold.

Clear Point Advisors first reported a position in JBND in Q4 2023 and held it in 4 quarters. The position peaked at $2.59M in Q3 2024. 116 funds tracked by Wall St. Rank hold JBND as of Q4 2024.

  • Clear Point Advisors reported no remaining JPMorgan Active Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 47,397 JPMorgan Active Bond ETF shares in Q4 2024, an estimated $2.59M.
  • Clear Point Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's JPMorgan Active Bond ETF position peaked at $2.59M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.