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Garden State Investment Advisory Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Garden State Investment Advisory Services’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
Q4 		– Sell
-7,452
Closed -$407K – 288
2024
Q3 		$407K Sell
7,452
-3,190
-30% -$171K 0.13% 138
2024
Q2 		$556K Sell
10,642
-4,725
-31% -$245K 0.19% 101
2024
Q1 		$800K Buy
+15,367
New +$805K 0.29% 76

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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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Garden State Investment Advisory Services's JBND Position: Q4 2024 in Review

Garden State Investment Advisory Services sold out of JPMorgan Active Bond ETF (JBND) in Q4 2024, closing a stake of 7,452 shares — an estimated $407K sold.

Garden State Investment Advisory Services first reported a position in JBND in Q1 2024 and held it in 3 quarters. The position peaked at $800K in Q1 2024. 116 funds tracked by Wall St. Rank hold JBND as of Q4 2024.

  • Garden State Investment Advisory Services reported no remaining JPMorgan Active Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 7,452 JPMorgan Active Bond ETF shares in Q4 2024, an estimated $407K.
  • Garden State Investment Advisory Services first reported a position in JPMorgan Active Bond ETF in Q1 2024 and held it in 3 quarters.
  • Garden State Investment Advisory Services's JPMorgan Active Bond ETF position peaked at $800K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q4 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.