Beaumont Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Beaumont Financial Advisors’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	$474K	Sell	8,854 -990	-10%	-$53K	0.03%	252
2026 Q1	$529K	Sell	9,844 -1,880	-16%	-$102K	0.04%	228
2025 Q4	$634K	Buy	11,724 +481	+4%	+$26.1K	0.04%	208
2025 Q3	$609K	Sell	11,243 -2,080	-16%	-$112K	0.04%	212
2025 Q2	$714K	Buy	13,323 +232	+2%	+$12.3K	0.05%	186
2025 Q1	$701K	Buy	13,091 +608	+5%	+$32.1K	0.06%	184
2024 Q4	$652K	Sell	12,483 -682	-5%	-$36.2K	0.05%	192
2024 Q3	$719K	Buy	13,165 +1,364	+12%	+$73.3K	0.06%	175
2024 Q2	$617K	Sell	11,801 -504	-4%	-$26.1K	0.05%	192
2024 Q1	$646K	Buy	12,305 +2,673	+28%	+$140K	0.05%	180
2023 Q4	$510K	Buy	+9,632	New	+$491K	0.05%	194

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

Beaumont Financial Advisors's JBND Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 10% in Q2 2026, selling an estimated $53K and leaving 8,854 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #252.

Beaumont Financial Advisors first reported a position in JBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $719K in Q3 2024. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Beaumont Financial Advisors held 8,854 shares of JPMorgan Active Bond ETF worth $474K as of Q2 2026.
Beaumont Financial Advisors sold 990 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $53K.
JPMorgan Active Bond ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #252 holding.
Beaumont Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 11 quarters since.
Beaumont Financial Advisors's JPMorgan Active Bond ETF position peaked at $719K in Q3 2024.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.