Aptus Capital Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Aptus Capital 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 Q3	$7.41K	Sell	145 -204	-58%	-$10.7K	﹤0.01%	1628
2026 Q2	$18.7K	Sell	349 -269	-44%	-$14.4K	﹤0.01%	1530
2026 Q1	$33.2K	Sell	618 -184	-23%	-$10K	﹤0.01%	1328
2025 Q4	$43.4K	Buy	802 +327	+69%	+$17.7K	﹤0.01%	1309
2025 Q3	$25.7K	Buy	+475	New	+$25.5K	﹤0.01%	1320

Other funds holding JBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Aptus Capital Advisors's JBND Position: Q3 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 58% in Q3 2026, selling an estimated $10.7K and leaving 145 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Aptus Capital Advisors first reported a position in JBND in Q3 2025 and has held it in 5 quarters since. The position peaked at $43.4K in Q4 2025. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Aptus Capital Advisors held 145 shares of JPMorgan Active Bond ETF worth $7.41K as of Q3 2026.
Aptus Capital Advisors sold 204 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $10.7K.
JPMorgan Active Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1628 holding.
Aptus Capital Advisors first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 5 quarters since.
Aptus Capital Advisors's JPMorgan Active Bond ETF position peaked at $43.4K in Q4 2025.
303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.