CWP
JBND icon

Clark Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Clark Wealth Partners’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 		– Sell
-146
Closed -$7.86K – 616
2026
Q1 		$7.86K Hold
146
– – 0.01% 277
2025
Q4 		$7.9K Hold
146
– – ﹤0.01% 271
2025
Q3 		$7.9K Hold
146
– – ﹤0.01% 271
2025
Q2 		$7.83K Hold
146
– – 0.01% 235
2025
Q1 		$7.82K Hold
146
– – 0.01% 218
2024
Q4 		$7.63K Buy
+146
New +$7.75K 0.01% 194

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clark Wealth Partners's JBND Position: Q2 2026 in Review

Clark Wealth Partners sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 146 shares — an estimated $7.86K sold.

Clark Wealth Partners first reported a position in JBND in Q4 2024 and held it in 6 quarters. The position peaked at $7.9K in Q4 2025. 314 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Clark Wealth Partners reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 146 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $7.86K.
  • Clark Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q4 2024 and held it in 6 quarters.
  • Clark Wealth Partners's JPMorgan Active Bond ETF position peaked at $7.9K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.