CFG
JBND icon

Cooper Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Cooper Financial Group’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 		$6.37M Sell
124,516
-13,138
-10% -$690K 0.51% 41
2026
Q2 		$7.36M Buy
137,654
+4,690
+4% +$251K 0.61% 33
2026
Q1 		$7.15M Buy
132,964
+3,052
+2% +$165K 0.72% 28
2025
Q4 		$7.02M Buy
129,912
+10,410
+9% +$565K 0.75% 27
2025
Q3 		$6.47M Buy
119,502
+11,980
+11% +$642K 0.72% 29
2025
Q2 		$5.76M Sell
107,522
-1,657
-2% -$87.7K 0.68% 30
2025
Q1 		$5.84M Sell
109,179
-3,507
-3% -$185K 0.77% 28
2024
Q4 		$5.89M Buy
112,686
+31,463
+39% +$1.67M 0.71% 29
2024
Q3 		$4.44M Buy
81,223
+32,974
+68% +$1.77M 0.58% 34
2024
Q2 		$2.52M Buy
48,249
+11,846
+33% +$614K 0.37% 45
2024
Q1 		$1.91M Buy
36,403
+26,745
+277% +$1.4M 0.31% 60
2023
Q4 		$512K Buy
+9,658
New +$493K 0.09% 200

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
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
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Cooper Financial Group's JBND Position: Q3 2026 in Review

Cooper Financial Group reduced its JPMorgan Active Bond ETF (JBND) stake by 9.5% in Q3 2026, selling an estimated $690K and leaving 124,516 shares worth $6.37M. The position accounts for 0.51% of the portfolio, ranked #41.

Cooper Financial Group first reported a position in JBND in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.36M in Q2 2026. 15 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Cooper Financial Group held 124,516 shares of JPMorgan Active Bond ETF worth $6.37M as of Q3 2026.
  • Cooper Financial Group sold 13,138 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $690K.
  • JPMorgan Active Bond ETF made up 0.51% of Cooper Financial Group's portfolio in Q3 2026, its #41 holding.
  • Cooper Financial Group first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Cooper Financial Group's JPMorgan Active Bond ETF position peaked at $7.36M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.