Birchbrook
JBND icon

Birchbrook’s JPMorgan Active Bond ETF JBND Stock Holding History

Birchbrook’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 		$15.1K Hold
295
– – 0.01% 181
2026
Q2 		$15.8K Buy
+295
New +$15.8K 0.01% 185

Other funds holding JBND

Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Birchbrook's JBND Position: Q3 2026 in Review

Birchbrook held its JPMorgan Active Bond ETF (JBND) position steady in Q3 2026 at 295 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #181.

Birchbrook first reported a position in JBND in Q2 2026 and has held it in 2 quarters since. The position peaked at $15.8K in Q2 2026. 136 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Birchbrook held 295 shares of JPMorgan Active Bond ETF worth $15.1K as of Q3 2026.
  • Birchbrook left its JPMorgan Active Bond ETF share count unchanged in Q3 2026.
  • JPMorgan Active Bond ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #181 holding.
  • Birchbrook first reported a position in JPMorgan Active Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Birchbrook's JPMorgan Active Bond ETF position peaked at $15.8K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.