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

CGC 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
Q2 		$29.7M Buy
555,625
+15,749
+3% +$843K 6.69% 6
2026
Q1 		$29M Buy
539,876
+89,676
+20% +$4.86M 8.39% 5
2025
Q4 		$24.3M Buy
450,200
+6,671
+2% +$362K 6.51% 6
2025
Q3 		$24M Buy
443,529
+363
+0.1% +$19.5K 6.62% 6
2025
Q2 		$23.7M Buy
+443,166
New +$23.5M 8.02% 4

Other funds holding JBND

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

CGC Financial Services's JBND Position: Q2 2026 in Review

CGC Financial Services increased its JPMorgan Active Bond ETF (JBND) stake by 2.9% in Q2 2026, buying an estimated $843K and bringing the position to 555,625 shares worth $29.7M. The position accounts for 6.69% of the portfolio, ranked #6.

CGC Financial Services first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • CGC Financial Services held 555,625 shares of JPMorgan Active Bond ETF worth $29.7M as of Q2 2026.
  • CGC Financial Services bought 15,749 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $843K.
  • JPMorgan Active Bond ETF made up 6.69% of CGC Financial Services's portfolio in Q2 2026, its #6 holding.
  • CGC Financial Services first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.