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

Bernard 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	$12K	Hold	225	–	–	﹤0.01%	222
2026 Q1	$12.1K	Hold	225	–	–	0.01%	217
2025 Q4	$12.2K	Hold	225	–	–	﹤0.01%	210
2025 Q3	$12.2K	Hold	225	–	–	0.01%	210
2025 Q2	$12.1K	Hold	225	–	–	0.01%	210
2025 Q1	$12K	Hold	225	–	–	0.01%	216
2024 Q4	$11.8K	Buy	+225	New	+$11.9K	0.01%	209

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

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

Bernard Wealth Management held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 225 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Bernard Wealth Management first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q3 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Bernard Wealth Management held 225 shares of JPMorgan Active Bond ETF worth $12K as of Q2 2026.
Bernard Wealth Management left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
JPMorgan Active Bond ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #222 holding.
Bernard Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's JPMorgan Active Bond ETF position peaked at $12.2K in Q3 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.