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Lifeworks Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Lifeworks 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
2025
Q1 		– Sell
-4,717
Closed -$246K – 318
2024
Q4 		$246K Buy
+4,717
New +$250K 0.04% 263

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lifeworks Advisors's JBND Position: Q1 2025 in Review

Lifeworks Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q1 2025, closing a stake of 4,717 shares — an estimated $246K sold.

Lifeworks Advisors first reported a position in JBND in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 140 funds tracked by Wall St. Rank hold JBND as of Q1 2025.

  • Lifeworks Advisors reported no remaining JPMorgan Active Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 4,717 JPMorgan Active Bond ETF shares in Q1 2025, an estimated $246K.
  • Lifeworks Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lifeworks Advisors's JPMorgan Active Bond ETF position peaked at $246K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.