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Householder Group Estate & Retirement Specialist’s JPMorgan Active Bond ETF JBND Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$27K Hold
532
– – 0.02% 258
2024
Q3 		$29K Hold
532
– – 0.01% 600
2024
Q2 		$27K Buy
+532
New +$27.6K 0.01% 605

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 $1.38B AUM 14.49% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 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 $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JBND Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its JPMorgan Active Bond ETF (JBND) position steady in Q4 2024 at 532 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #258.

Householder Group Estate & Retirement Specialist first reported a position in JBND in Q2 2024 and has held it in 3 quarters since. The position peaked at $29K in Q3 2024. 116 funds tracked by Wall St. Rank hold JBND as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 532 shares of JPMorgan Active Bond ETF worth $27K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its JPMorgan Active Bond ETF share count unchanged in Q4 2024.
  • JPMorgan Active Bond ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #258 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's JPMorgan Active Bond ETF position peaked at $29K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.