BAM Wealth Management
JBND icon

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

BAM 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
Q3 		$489K Sell
9,575
-3,032
-24% -$159K 0.26% 97
2026
Q2 		$674K Buy
12,607
+3,151
+33% +$169K 0.42% 67
2026
Q1 		$508K Buy
9,456
+3,910
+71% +$212K 0.38% 72
2025
Q4 		$300K Buy
+5,546
New +$301K 0.22% 112

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BAM Wealth Management's JBND Position: Q3 2026 in Review

BAM Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 24% in Q3 2026, selling an estimated $159K and leaving 9,575 shares worth $489K. The position accounts for 0.26% of the portfolio, ranked #97.

BAM Wealth Management first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $674K in Q2 2026. 224 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • BAM Wealth Management held 9,575 shares of JPMorgan Active Bond ETF worth $489K as of Q3 2026.
  • BAM Wealth Management sold 3,032 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $159K.
  • JPMorgan Active Bond ETF made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #97 holding.
  • BAM Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's JPMorgan Active Bond ETF position peaked at $674K in Q2 2026.
  • 224 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.