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

Capital Advisors 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	$12.6M	Buy	235,617 +7,770	+3%	+$416K	1.48%	17
2026 Q1	$12.3M	Buy	227,847 +49,657	+28%	+$2.69M	1.64%	16
2025 Q4	$9.63M	Buy	178,190 +169,022	+1,844%	+$9.17M	1.31%	18
2025 Q3	$497K	Buy	+9,168	New	+$492K	0.07%	127

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

Capital Advisors Wealth Management's JBND Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 3.4% in Q2 2026, buying an estimated $416K and bringing the position to 235,617 shares worth $12.6M. The position accounts for 1.48% of the portfolio, ranked #17.

Capital Advisors Wealth Management first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Capital Advisors Wealth Management held 235,617 shares of JPMorgan Active Bond ETF worth $12.6M as of Q2 2026.
Capital Advisors Wealth Management bought 7,770 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $416K.
JPMorgan Active Bond ETF made up 1.48% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #17 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.