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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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. 273 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.
273 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.