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FinTrust Capital Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

FinTrust Capital 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
Q3 		$1.77M Buy
32,391
+10,424
+47% +$560K 0.3% 78
2024
Q2 		$1.15M Buy
21,967
+14,413
+191% +$747K 0.21% 99
2024
Q1 		$397K Buy
+7,554
New +$396K 0.08% 195

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FinTrust Capital Advisors's JBND Position: Q3 2024 in Review

FinTrust Capital Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 47% in Q3 2024, buying an estimated $560K and bringing the position to 32,391 shares worth $1.77M. The position accounts for 0.3% of the portfolio, ranked #78.

FinTrust Capital Advisors first reported a position in JBND in Q1 2024 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold JBND as of Q3 2024.

  • FinTrust Capital Advisors held 32,391 shares of JPMorgan Active Bond ETF worth $1.77M as of Q3 2024.
  • FinTrust Capital Advisors bought 10,424 JPMorgan Active Bond ETF shares in Q3 2024, an estimated $560K.
  • JPMorgan Active Bond ETF made up 0.3% of FinTrust Capital Advisors's portfolio in Q3 2024, its #78 holding.
  • FinTrust Capital Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.