EFS
Essex Financial Services’s JPMorgan Active Bond ETF JBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
135,131
+6,809
| +5% | +$365K | 0.48% | 44 |
|
|
2025
Q1 | $6.87M | Buy |
128,322
+15,051
| +13% | +$806K | 0.49% | 45 |
|
|
2024
Q4 | $5.92M | Buy |
113,271
+77,392
| +216% | +$4.04M | 0.42% | 53 |
|
|
2024
Q3 | $1.91M | Buy |
35,879
+13,124
| +58% | +$699K | 0.14% | 140 |
|
|
2024
Q2 | $1.22M | Buy |
22,755
+10,670
| +88% | +$570K | 0.09% | 202 |
|
|
2024
Q1 | $635K | Buy |
+12,085
| New | +$635K | 0.06% | 284 |
|