Asset One Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Asset One Wealth Management’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	$1.27M	Sell	23,898 -1,875	-7%	-$100K	0.13%	136
2026 Q1	$1.39M	Sell	25,773 -2,239	-8%	-$121K	0.15%	131
2025 Q4	$1.51M	Buy	+28,012	New	+$1.52M	0.21%	109

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Asset One Wealth Management's JBND Position: Q2 2026 in Review

Asset One Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 7.3% in Q2 2026, selling an estimated $100K and leaving 23,898 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #136.

Asset One Wealth Management first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Asset One Wealth Management held 23,898 shares of JPMorgan Active Bond ETF worth $1.27M as of Q2 2026.
Asset One Wealth Management sold 1,875 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $100K.
JPMorgan Active Bond ETF made up 0.13% of Asset One Wealth Management's portfolio in Q2 2026, its #136 holding.
Asset One Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
Asset One Wealth Management's JPMorgan Active Bond ETF position peaked at $1.51M in Q4 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.