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Financial Advocates Investment Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Financial Advocates Investment Management’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
2025
Q1 		– Sell
-4,600
Closed -$240K – 760
2024
Q4 		$240K Hold
4,600
– – 0.01% 657
2024
Q3 		$251K Buy
+4,600
New +$247K 0.01% 651

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Financial Advocates Investment Management's JBND Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of JPMorgan Active Bond ETF (JBND) in Q1 2025, closing a stake of 4,600 shares — an estimated $240K sold.

Financial Advocates Investment Management first reported a position in JBND in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 140 funds tracked by Wall St. Rank hold JBND as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining JPMorgan Active Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,600 JPMorgan Active Bond ETF shares in Q1 2025, an estimated $240K.
  • Financial Advocates Investment Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's JPMorgan Active Bond ETF position peaked at $251K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.