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

AGH Wealth 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
2026
Q2 		$9.49M Buy
177,406
+11,574
+7% +$619K 5.99% 2
2026
Q1 		$8.92M Buy
165,832
+47,895
+41% +$2.59M 6.56% 2
2025
Q4 		$6.38M Buy
117,937
+1,298
+1% +$70.4K 4.79% 4
2025
Q3 		$6.32M Sell
116,639
-2,158
-2% -$116K 4.63% 3
2025
Q2 		$6.37M Buy
118,797
+5,594
+5% +$296K 5.25% 3
2025
Q1 		$6.06M Sell
113,203
-24,134
-18% -$1.27M 5.85% 2
2024
Q4 		$7.18M Buy
+137,337
New +$7.29M 6.65% 2

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AGH Wealth Advisors's JBND Position: Q2 2026 in Review

AGH Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 7% in Q2 2026, buying an estimated $619K and bringing the position to 177,406 shares worth $9.49M. The position accounts for 5.99% of the portfolio, ranked #2.

AGH Wealth Advisors first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • AGH Wealth Advisors held 177,406 shares of JPMorgan Active Bond ETF worth $9.49M as of Q2 2026.
  • AGH Wealth Advisors bought 11,574 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $619K.
  • JPMorgan Active Bond ETF made up 5.99% of AGH Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • AGH Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.