DAS
JBND icon

Dynamic Advisor Solutions’s JPMorgan Active Bond ETF JBND Stock Holding History

Dynamic Advisor Solutions’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 		$509K Sell
9,518
-720
-7% -$38.5K 0.01% 682
2026
Q1 		$550K Buy
10,238
+135
+1% +$7.31K 0.02% 624
2025
Q4 		$546K Buy
10,103
+4,491
+80% +$244K 0.02% 611
2025
Q3 		$304K Buy
+5,612
New +$301K 0.01% 774

Other funds holding JBND

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM

Dynamic Advisor Solutions's JBND Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its JPMorgan Active Bond ETF (JBND) stake by 7% in Q2 2026, selling an estimated $38.5K and leaving 9,518 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #682.

Dynamic Advisor Solutions first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $550K in Q1 2026. 71 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Dynamic Advisor Solutions held 9,518 shares of JPMorgan Active Bond ETF worth $509K as of Q2 2026.
  • Dynamic Advisor Solutions sold 720 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $38.5K.
  • JPMorgan Active Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #682 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's JPMorgan Active Bond ETF position peaked at $550K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.