InterOcean Capital Group’s JPMorgan Active Bond ETF JBND Stock Holding History

InterOcean Capital Group’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 Q1	$378K	Buy	+7,193	New	+$377K	0.01%	345

Other funds holding JBND

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

InterOcean Capital Group's JBND Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in JPMorgan Active Bond ETF (JBND) in Q1 2024: 7,193 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

30 funds tracked by Wall St. Rank hold JBND as of Q1 2024.

InterOcean Capital Group held 7,193 shares of JPMorgan Active Bond ETF worth $378K as of Q1 2024.
JPMorgan Active Bond ETF was a new InterOcean Capital Group position in Q1 2024.
JPMorgan Active Bond ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #345 holding.
30 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.