Evernest Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Evernest Financial Advisors’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	$3.28M	Sell	61,301 -418	-0.7%	-$22.4K	0.69%	30
2026 Q1	$3.32M	Buy	61,719 +5,052	+9%	+$274K	0.69%	29
2025 Q4	$3.07M	Buy	56,667 +10,207	+22%	+$554K	0.64%	30
2025 Q3	$2.52M	Buy	46,460 +4,521	+11%	+$242K	0.71%	31
2025 Q2	$2.25M	Buy	+41,939	New	+$2.22M	0.73%	28

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Evernest Financial Advisors's JBND Position: Q2 2026 in Review

Evernest Financial Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 0.68% in Q2 2026, selling an estimated $22.4K and leaving 61,301 shares worth $3.28M. The position accounts for 0.69% of the portfolio, ranked #30.

Evernest Financial Advisors first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.32M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Evernest Financial Advisors held 61,301 shares of JPMorgan Active Bond ETF worth $3.28M as of Q2 2026.
Evernest Financial Advisors sold 418 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $22.4K.
JPMorgan Active Bond ETF made up 0.69% of Evernest Financial Advisors's portfolio in Q2 2026, its #30 holding.
Evernest Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
Evernest Financial Advisors's JPMorgan Active Bond ETF position peaked at $3.32M in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.