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Edge Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Edge Financial 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
Q2 		– Sell
-9,522
Closed -$500K – 111
2024
Q1 		$500K Buy
+9,522
New +$499K 0.44% 64

Other funds holding JBND

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Edge Financial Advisors's JBND Position: Q2 2024 in Review

Edge Financial Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q2 2024, closing a stake of 9,522 shares — an estimated $500K sold.

Edge Financial Advisors first reported a position in JBND in Q1 2024 and held it in 1 quarter. The position peaked at $500K in Q1 2024. 50 funds tracked by Wall St. Rank hold JBND as of Q2 2024.

  • Edge Financial Advisors reported no remaining JPMorgan Active Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 9,522 JPMorgan Active Bond ETF shares in Q2 2024, an estimated $500K.
  • Edge Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2024 and held it in 1 quarter.
  • Edge Financial Advisors's JPMorgan Active Bond ETF position peaked at $500K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.