BFG
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Berger Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Berger Financial Group’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 		$76.6M Sell
1,431,811
-11,944
-0.8% -$639K 3.91% 5
2026
Q1 		$77.6M Buy
1,443,755
+112,592
+8% +$6.1M 4.35% 3
2025
Q4 		$72M Buy
1,331,163
+45,862
+4% +$2.49M 4.17% 4
2025
Q3 		$69.6M Buy
1,285,301
+18,348
+1% +$984K 4.16% 4
2025
Q2 		$67.9M Buy
1,266,953
+16,023
+1% +$848K 4.39% 3
2025
Q1 		$66.9M Buy
1,250,930
+112,946
+10% +$5.96M 4.65% 2
2024
Q4 		$59.5M Buy
1,137,984
+17,617
+2% +$935K 4.1% 5
2024
Q3 		$61.2M Buy
1,120,367
+10
+0% +$537 4.42% 2
2024
Q2 		$58.5M Buy
1,120,357
+14,017
+1% +$726K 4.66% 2
2024
Q1 		$58.1M Buy
+1,106,340
New +$58M 4.79% 2

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Berger Financial Group's JBND Position: Q2 2026 in Review

Berger Financial Group reduced its JPMorgan Active Bond ETF (JBND) stake by 0.83% in Q2 2026, selling an estimated $639K and leaving 1,431,811 shares worth $76.6M. The position accounts for 3.91% of the portfolio, ranked #5.

Berger Financial Group first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $77.6M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Berger Financial Group held 1,431,811 shares of JPMorgan Active Bond ETF worth $76.6M as of Q2 2026.
  • Berger Financial Group sold 11,944 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $639K.
  • JPMorgan Active Bond ETF made up 3.91% of Berger Financial Group's portfolio in Q2 2026, its #5 holding.
  • Berger Financial Group first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Berger Financial Group's JPMorgan Active Bond ETF position peaked at $77.6M in Q1 2026.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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