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This page summarizes the JBND holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether JBND is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing JBND Share Count |
|---|
| Advisor Group Holdings Inc. |
373 |
31,109 |
+30,736 |
+8240.21% |
| CWM LLC |
521 |
7,335 |
+6,814 |
+1307.87% |
| Gallacher Capital Management LLC |
9,940 |
63,731 |
+53,791 |
+541.16% |
| Parallel Advisors LLC |
768 |
3,988 |
+3,220 |
+419.27% |
| Cooper Financial Group |
9,658 |
36,403 |
+26,745 |
+276.92% |
| Royal Harbor Partners LLC |
63,667 |
201,701 |
+138,034 |
+216.81% |
| Commonwealth Equity Services LLC |
3,846 |
10,267 |
+6,421 |
+166.95% |
| Yarger Wealth Strategies LLC |
32,442 |
67,547 |
+35,105 |
+108.21% |
| Beaumont Financial Advisors LLC |
9,632 |
12,305 |
+2,673 |
+27.75% |
| Pallas Capital Advisors LLC |
626,107 |
690,728 |
+64,621 |
+10.32% |
| 13F Filers Reporting New Positions In JBND |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Essex Financial Services Inc. |
0 |
12,085 |
+12,085 |
+100% |
| Janney Montgomery Scott LLC |
0 |
56,152 |
+56,152 |
+100% |
| Aveo Capital Partners LLC |
0 |
120,982 |
+120,982 |
+100% |
| FinTrust Capital Advisors LLC |
0 |
7,554 |
+7,554 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
44,280 |
+44,280 |
+100% |
| Sterling Investment Advisors Ltd. |
0 |
9,540 |
+9,540 |
+100% |
| Berger Financial Group Inc |
0 |
1,106,340 |
+1,106,340 |
+100% |
| Pine Valley Investments Ltd Liability Co |
0 |
170,461 |
+170,461 |
+100% |
| Edge Financial Advisors LLC |
0 |
9,522 |
+9,522 |
+100% |
| 13F Filers Decreasing JBND Share Count |
|---|
| JPMorgan Chase & Co. |
2,000,000 |
170,000 |
-1,830,000 |
-91.50% |
See Summary: Institutional Holders of JBND
See Details: Top 10 Hedge Funds Holding JBND
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