FinTrust Capital Advisors
JBND icon

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

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Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Royal Harbor Partners
Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return
Innealta Capital
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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.