Baldwin Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Baldwin Wealth Partners’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	$78.7M	Buy	1,470,097 +865	+0.1%	+$46.3K	5.14%	4
2026 Q1	$79M	Buy	1,469,232 +12,615	+0.9%	+$683K	5.74%	3
2025 Q4	$78.8M	Buy	1,456,617 +53,745	+4%	+$2.92M	5.04%	5
2025 Q3	$76M	Buy	1,402,872 +59,131	+4%	+$3.17M	4.95%	5
2025 Q2	$72M	Sell	1,343,741 -8,396	-0.6%	-$445K	4.89%	4
2025 Q1	$72.4M	Buy	1,352,137 +596,750	+79%	+$31.5M	5.08%	3
2024 Q4	$39.5M	Buy	+755,387	New	+$40.1M	2.73%	9

Other funds holding JBND

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Baldwin Wealth Partners's JBND Position: Q2 2026 in Review

Baldwin Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 0.06% in Q2 2026, buying an estimated $46.3K and bringing the position to 1,470,097 shares worth $78.7M. The position accounts for 5.14% of the portfolio, ranked #4.

Baldwin Wealth Partners first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $79M in Q1 2026. 142 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Baldwin Wealth Partners held 1,470,097 shares of JPMorgan Active Bond ETF worth $78.7M as of Q2 2026.
Baldwin Wealth Partners bought 865 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $46.3K.
JPMorgan Active Bond ETF made up 5.14% of Baldwin Wealth Partners's portfolio in Q2 2026, its #4 holding.
Baldwin Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Baldwin Wealth Partners's JPMorgan Active Bond ETF position peaked at $79M in Q1 2026.
142 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.