Cornerstone Planning Group
JBND icon

Cornerstone Planning Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Cornerstone Planning 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 		– Sell
-1,468
Closed -$77.5K – 955
2026
Q2 		$77.5K Buy
1,468
+57
+4% +$3.05K 0.01% 301
2026
Q1 		$75.3K Buy
1,411
+716
+103% +$38.8K 0.01% 297
2025
Q4 		$37.6K Hold
695
– – 0.01% 414
2025
Q3 		$37.7K Buy
+695
New +$37.3K 0.01% 401

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LVZ Inc
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Lifelong Wealth Advisors
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Essex LLC
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Concurrent Investment Advisors
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CGC Financial Services
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OpenArc Corporate Advisory
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Cornerstone Planning Group's JBND Position: Q3 2026 in Review

Cornerstone Planning Group sold out of JPMorgan Active Bond ETF (JBND) in Q3 2026, closing a stake of 1,468 shares — an estimated $77.5K sold.

Cornerstone Planning Group first reported a position in JBND in Q3 2025 and held it in 4 quarters. The position peaked at $77.5K in Q2 2026. 100 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Cornerstone Planning Group reported no remaining JPMorgan Active Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,468 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $77.5K.
  • Cornerstone Planning Group first reported a position in JPMorgan Active Bond ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's JPMorgan Active Bond ETF position peaked at $77.5K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.