DFP
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Defined Financial Planning’s JPMorgan Active Bond ETF JBND Stock Holding History

Defined Financial Planning’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
Q3 		$4.03M Buy
74,543
+11,632
+18% +$624K 3.34% 11
2025
Q2 		$3.32M Buy
+62,911
New +$3.33M 2.95% 10

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Defined Financial Planning's JBND Position: Q3 2025 in Review

Defined Financial Planning increased its JPMorgan Active Bond ETF (JBND) stake by 18% in Q3 2025, buying an estimated $624K and bringing the position to 74,543 shares worth $4.03M. The position accounts for 3.34% of the portfolio, ranked #11.

Defined Financial Planning first reported a position in JBND in Q2 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold JBND as of Q3 2025.

  • Defined Financial Planning held 74,543 shares of JPMorgan Active Bond ETF worth $4.03M as of Q3 2025.
  • Defined Financial Planning bought 11,632 JPMorgan Active Bond ETF shares in Q3 2025, an estimated $624K.
  • JPMorgan Active Bond ETF made up 3.34% of Defined Financial Planning's portfolio in Q3 2025, its #11 holding.
  • Defined Financial Planning first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.