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

Echo Wealth Management’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	$15.3M	Buy	298,647 +7,530	+3%	+$396K	7.49%	4
2026 Q2	$15.6M	Buy	291,117 +22,113	+8%	+$1.18M	7.95%	4
2026 Q1	$14.5M	Buy	269,004 +104,585	+64%	+$5.66M	8.33%	4
2025 Q4	$8.89M	Buy	+164,419	New	+$8.92M	5.19%	6

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

LWA

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Echo Wealth Management's JBND Position: Q3 2026 in Review

Echo Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 2.6% in Q3 2026, buying an estimated $396K and bringing the position to 298,647 shares worth $15.3M. The position accounts for 7.49% of the portfolio, ranked #4.

Echo Wealth Management first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.6M in Q2 2026. 67 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Echo Wealth Management held 298,647 shares of JPMorgan Active Bond ETF worth $15.3M as of Q3 2026.
Echo Wealth Management bought 7,530 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $396K.
JPMorgan Active Bond ETF made up 7.49% of Echo Wealth Management's portfolio in Q3 2026, its #4 holding.
Echo Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
Echo Wealth Management's JPMorgan Active Bond ETF position peaked at $15.6M in Q2 2026.
67 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.