Focus Partners Wealth
JBND icon

Focus Partners Wealth’s JPMorgan Active Bond ETF JBND Stock Holding History

Focus Partners Wealth’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
Q1 		$1.83M Buy
34,103
+21,230
+165% +$1.15M ﹤0.01% 1347
2025
Q4 		$696K Buy
12,873
+6,264
+95% +$340K ﹤0.01% 1793
2025
Q3 		$358K Sell
6,609
-3,459
-34% -$185K ﹤0.01% 1762
2025
Q2 		$540K Buy
10,068
+2,598
+35% +$138K ﹤0.01% 1407
2025
Q1 		$400K Buy
7,470
+67
+0.9% +$3.54K ﹤0.01% 1443
2024
Q4 		$387K Buy
7,403
+72
+1% +$3.82K ﹤0.01% 1438
2024
Q3 		$401K Buy
7,331
+64
+0.9% +$3.44K ﹤0.01% 1219
2024
Q2 		$380K Buy
+7,267
New +$376K ﹤0.01% 1011

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth's JBND Position: Q1 2026 in Review

Focus Partners Wealth increased its JPMorgan Active Bond ETF (JBND) stake by 165% in Q1 2026, buying an estimated $1.15M and bringing the position to 34,103 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Focus Partners Wealth first reported a position in JBND in Q2 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Focus Partners Wealth held 34,103 shares of JPMorgan Active Bond ETF worth $1.83M as of Q1 2026.
  • Focus Partners Wealth bought 21,230 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $1.15M.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1347 holding.
  • Focus Partners Wealth first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.