CGC Financial Services
JBND icon

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
Q3 		$29.2M Buy
572,158
+16,533
+3% +$868K 6.49% 7
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

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

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

CGC Financial Services increased its JPMorgan Active Bond ETF (JBND) stake by 3% in Q3 2026, buying an estimated $868K and bringing the position to 572,158 shares worth $29.2M. The position accounts for 6.49% of the portfolio, ranked #7.

CGC Financial Services first reported a position in JBND in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.7M in Q2 2026. 302 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • CGC Financial Services held 572,158 shares of JPMorgan Active Bond ETF worth $29.2M as of Q3 2026.
  • CGC Financial Services bought 16,533 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $868K.
  • JPMorgan Active Bond ETF made up 6.49% of CGC Financial Services's portfolio in Q3 2026, its #7 holding.
  • CGC Financial Services first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • CGC Financial Services's JPMorgan Active Bond ETF position peaked at $29.7M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

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