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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

BAM Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 33% in Q2 2026, buying an estimated $169K and bringing the position to 12,607 shares worth $674K. The position accounts for 0.42% of the portfolio, ranked #67.

BAM Wealth Management first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • BAM Wealth Management held 12,607 shares of JPMorgan Active Bond ETF worth $674K as of Q2 2026.
  • BAM Wealth Management bought 3,151 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $169K.
  • JPMorgan Active Bond ETF made up 0.42% of BAM Wealth Management's portfolio in Q2 2026, its #67 holding.
  • BAM Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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