Cambridge Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Cambridge 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 Q3	$309K	Buy	6,042 +34	+0.6%	+$1.79K	0.05%	156
2026 Q2	$321K	Buy	6,008 +185	+3%	+$9.9K	0.06%	153
2026 Q1	$313K	Buy	5,823 +895	+18%	+$48.5K	0.06%	150
2025 Q4	$266K	Buy	+4,928	New	+$267K	0.05%	160

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Cambridge Advisors's JBND Position: Q3 2026 in Review

Cambridge Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 0.57% in Q3 2026, buying an estimated $1.79K and bringing the position to 6,042 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #156.

Cambridge Advisors first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $321K in Q2 2026. 128 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Cambridge Advisors held 6,042 shares of JPMorgan Active Bond ETF worth $309K as of Q3 2026.
Cambridge Advisors bought 34 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $1.79K.
JPMorgan Active Bond ETF made up 0.05% of Cambridge Advisors's portfolio in Q3 2026, its #156 holding.
Cambridge Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
Cambridge Advisors's JPMorgan Active Bond ETF position peaked at $321K in Q2 2026.
128 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.