Focus Financial Network’s JPMorgan Active Bond ETF JBND Stock Holding History

Focus Financial Network’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	–	Sell	-88,993	Closed	-$4.79M	–	778
2026 Q1	$4.79M	Buy	88,993 +14,940	+20%	+$809K	0.17%	102
2025 Q4	$4.02M	Buy	74,053 +35,934	+94%	+$1.95M	0.14%	121
2025 Q3	$2.06M	Buy	38,119 +12,535	+49%	+$672K	0.07%	201
2025 Q2	$1.37M	Sell	25,584 -195,297	-88%	-$10.3M	0.05%	249
2025 Q1	$11.8M	Sell	220,881 -8,454	-4%	-$446K	0.48%	42
2024 Q4	$12M	Buy	+229,335	New	+$12.2M	0.48%	42

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return