Cherry Tree Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Cherry Tree 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 Q3	$101K	Buy	+1,971	New	+$104K	0.02%	226

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Cherry Tree Wealth Management's JBND Position: Q3 2026 in Review

Cherry Tree Wealth Management opened a new position in JPMorgan Active Bond ETF (JBND) in Q3 2026: 1,971 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings.

123 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Cherry Tree Wealth Management held 1,971 shares of JPMorgan Active Bond ETF worth $101K as of Q3 2026.
JPMorgan Active Bond ETF was a new Cherry Tree Wealth Management position in Q3 2026.
JPMorgan Active Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #226 holding.
123 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.