Peterson Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.44M Buy
176,130
+23,359
+15% +$1.25M 1.56% 12
2025
Q1
$8.14M Buy
152,771
+6,185
+4% +$330K 1.57% 14
2024
Q4
$7.65M Buy
146,586
+133,363
+1,009% +$6.96M 1.38% 13
2024
Q3
$723K Buy
13,223
+2,446
+23% +$134K 0.14% 40
2024
Q2
$563K Buy
+10,777
New +$563K 0.12% 46