Compass Financial Group (Florida)’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.25M Sell
60,634
-114
-0.2% -$6.11K 1.63% 18
2025
Q1
$3.25M Sell
60,748
-1,065
-2% -$57K 1.67% 19
2024
Q4
$3.23M Sell
61,813
-2,447
-4% -$128K 1.55% 20
2024
Q3
$3.51M Buy
+64,260
New +$3.51M 1.63% 17