Dynasty Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.4M Buy
755,090
+77,994
+12% +$4.17M 0.3% 47
2026
Q1
$36.4M Buy
677,096
+203,581
+43% +$11M 0.32% 47
2025
Q4
$25.6M Buy
473,515
+302,994
+178% +$16.4M 0.25% 52
2025
Q3
$9.24M Buy
+170,521
New +$9.14M 0.12% 57

Other funds holding JBND

Dynasty Wealth Management's JBND Position: Q2 2026 in Review

Dynasty Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, buying an estimated $4.17M and bringing the position to 755,090 shares worth $40.4M. The position accounts for 0.3% of the portfolio, ranked #47.

Dynasty Wealth Management first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Dynasty Wealth Management held 755,090 shares of JPMorgan Active Bond ETF worth $40.4M as of Q2 2026.
  • Dynasty Wealth Management bought 77,994 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $4.17M.
  • JPMorgan Active Bond ETF made up 0.3% of Dynasty Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Dynasty Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.