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Farther Finance Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Farther Finance 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
Q3 		$11.1M Buy
216,982
+43,449
+25% +$2.28M 0.08% 223
2026
Q2 		$9.28M Buy
173,533
+64,323
+59% +$3.44M 0.07% 237
2026
Q1 		$5.85M Buy
109,210
+94,371
+636% +$5.11M 0.06% 306
2025
Q4 		$802K Buy
14,839
+14,339
+2,868% +$778K 0.01% 1016
2025
Q3 		$27.1K Hold
500
– – ﹤0.01% 2838
2025
Q2 		$26.8K Hold
500
– – ﹤0.01% 2500
2025
Q1 		$26.7K Buy
500
+200
+67% +$10.6K ﹤0.01% 2231
2024
Q4 		$15.7K Buy
+300
New +$15.9K ﹤0.01% 2189

Other funds holding JBND

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's JBND Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 25% in Q3 2026, buying an estimated $2.28M and bringing the position to 216,982 shares worth $11.1M. The position accounts for 0.08% of the portfolio, ranked #223.

Farther Finance Advisors first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Farther Finance Advisors held 216,982 shares of JPMorgan Active Bond ETF worth $11.1M as of Q3 2026.
  • Farther Finance Advisors bought 43,449 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $2.28M.
  • JPMorgan Active Bond ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #223 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.