Baldwin Wealth Partners
JBND icon

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
Q3 		$76M Buy
1,486,872
+16,775
+1% +$881K 5.01% 6
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

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Baldwin Wealth Partners's JBND Position: Q3 2026 in Review

Baldwin Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 1.1% in Q3 2026, buying an estimated $881K and bringing the position to 1,486,872 shares worth $76M. The position accounts for 5.01% of the portfolio, ranked #6.

Baldwin Wealth Partners first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $79M in Q1 2026. 134 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Baldwin Wealth Partners held 1,486,872 shares of JPMorgan Active Bond ETF worth $76M as of Q3 2026.
  • Baldwin Wealth Partners bought 16,775 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $881K.
  • JPMorgan Active Bond ETF made up 5.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Baldwin Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Baldwin Wealth Partners's JPMorgan Active Bond ETF position peaked at $79M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.