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

Axxcess 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	$11M	Sell	205,486 -22,682	-10%	-$1.21M	0.18%	120
2026 Q1	$12.3M	Buy	228,168 +27,668	+14%	+$1.5M	0.39%	59
2025 Q4	$10.8M	Buy	200,500 +42,085	+27%	+$2.28M	0.19%	109
2025 Q3	$8.58M	Buy	158,415 +16,848	+12%	+$903K	0.18%	105
2025 Q2	$7.59M	Buy	141,567 +90,077	+175%	+$4.77M	0.18%	108
2025 Q1	$2.76M	Buy	51,490 +9,885	+24%	+$522K	0.07%	209
2024 Q4	$2.17M	Buy	+41,605	New	+$2.21M	0.05%	255

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

Axxcess Wealth Management's JBND Position: Q2 2026 in Review

Axxcess Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 9.9% in Q2 2026, selling an estimated $1.21M and leaving 205,486 shares worth $11M. The position accounts for 0.18% of the portfolio, ranked #120.

Axxcess Wealth Management first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Axxcess Wealth Management held 205,486 shares of JPMorgan Active Bond ETF worth $11M as of Q2 2026.
Axxcess Wealth Management sold 22,682 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.21M.
JPMorgan Active Bond ETF made up 0.18% of Axxcess Wealth Management's portfolio in Q2 2026, its #120 holding.
Axxcess Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axxcess Wealth Management's JPMorgan Active Bond ETF position peaked at $12.3M in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.