Farrell Financial
JBND icon

Farrell Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

Farrell Financial’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 		$1.5M Buy
29,297
+4,943
+20% +$260K 0.8% 28
2026
Q2 		$1.3M Buy
24,354
+3,947
+19% +$211K 0.7% 31
2026
Q1 		$1.1M Buy
20,407
+14,944
+274% +$809K 0.66% 31
2025
Q4 		$295K Buy
+5,463
New +$296K 0.17% 59

Other funds holding JBND

Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farrell Financial's JBND Position: Q3 2026 in Review

Farrell Financial increased its JPMorgan Active Bond ETF (JBND) stake by 20% in Q3 2026, buying an estimated $260K and bringing the position to 29,297 shares worth $1.5M. The position accounts for 0.8% of the portfolio, ranked #28.

Farrell Financial first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Farrell Financial held 29,297 shares of JPMorgan Active Bond ETF worth $1.5M as of Q3 2026.
  • Farrell Financial bought 4,943 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $260K.
  • JPMorgan Active Bond ETF made up 0.8% of Farrell Financial's portfolio in Q3 2026, its #28 holding.
  • Farrell Financial first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.