CD
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Chapin Davis’s JPMorgan Active Bond ETF JBND Stock Holding History

Chapin Davis’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 		$558K Hold
10,915
– – 0.11% 135
2026
Q2 		$584K Hold
10,915
– – 0.1% 135
2026
Q1 		$587K Sell
10,915
-500
-4% -$27.1K 0.13% 142
2025
Q4 		$617K Buy
11,415
+100
+0.9% +$5.43K 0.14% 131
2025
Q3 		$613K Hold
11,315
– – 0.15% 132
2025
Q2 		$606K Hold
11,315
– – 0.17% 123
2025
Q1 		$606K Buy
+11,315
New +$597K 0.21% 106

Other funds holding JBND

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Chapin Davis's JBND Position: Q3 2026 in Review

Chapin Davis held its JPMorgan Active Bond ETF (JBND) position steady in Q3 2026 at 10,915 shares worth $558K. The position accounts for 0.11% of the portfolio, ranked #135.

Chapin Davis first reported a position in JBND in Q1 2025 and has held it in 7 quarters since. The position peaked at $617K in Q4 2025. 15 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Chapin Davis held 10,915 shares of JPMorgan Active Bond ETF worth $558K as of Q3 2026.
  • Chapin Davis left its JPMorgan Active Bond ETF share count unchanged in Q3 2026.
  • JPMorgan Active Bond ETF made up 0.11% of Chapin Davis's portfolio in Q3 2026, its #135 holding.
  • Chapin Davis first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Chapin Davis's JPMorgan Active Bond ETF position peaked at $617K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.