Cornell Pochily Investment Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Cornell Pochily Investment Advisors’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
2025 Q2	–	Sell	-4,362	Closed	-$233K	–	180
2025 Q1	$233K	Buy	+4,362	New	+$230K	0.08%	151

Other funds holding JBND

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cornell Pochily Investment Advisors's JBND Position: Q2 2025 in Review

Cornell Pochily Investment Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q2 2025, closing a stake of 4,362 shares — an estimated $233K sold.

Cornell Pochily Investment Advisors first reported a position in JBND in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

Cornell Pochily Investment Advisors reported no remaining JPMorgan Active Bond ETF position as of Q2 2025 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 4,362 JPMorgan Active Bond ETF shares in Q2 2025, an estimated $233K.
Cornell Pochily Investment Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and held it in 1 quarter.
Cornell Pochily Investment Advisors's JPMorgan Active Bond ETF position peaked at $233K in Q1 2025.
174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.