Boyer Financial Services
JBND icon

Boyer Financial Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Boyer Financial Services’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 		$3.27M Sell
64,064
-2,583
-4% -$136K 2.62% 11
2026
Q2 		$3.55M Buy
66,647
+13,387
+25% +$716K 3% 10
2026
Q1 		$2.86M Sell
53,260
-17,309
-25% -$937K 3.04% 11
2025
Q4 		$3.81M Buy
+70,569
New +$3.83M 4.04% 8

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 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
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Boyer Financial Services's JBND Position: Q3 2026 in Review

Boyer Financial Services reduced its JPMorgan Active Bond ETF (JBND) stake by 3.9% in Q3 2026, selling an estimated $136K and leaving 64,064 shares worth $3.27M. The position accounts for 2.62% of the portfolio, ranked #11.

Boyer Financial Services first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.81M in Q4 2025. 195 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Boyer Financial Services held 64,064 shares of JPMorgan Active Bond ETF worth $3.27M as of Q3 2026.
  • Boyer Financial Services sold 2,583 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $136K.
  • JPMorgan Active Bond ETF made up 2.62% of Boyer Financial Services's portfolio in Q3 2026, its #11 holding.
  • Boyer Financial Services first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's JPMorgan Active Bond ETF position peaked at $3.81M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.