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

Fortitude 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
Q2 		– Sell
-8,152
Closed -$438K – 37
2026
Q1 		$438K Buy
8,152
+830
+11% +$44.9K 0.23% 28
2025
Q4 		$396K Buy
7,322
+1,544
+27% +$83.8K 0.34% 27
2025
Q3 		$313K Buy
+5,778
New +$310K 0.26% 30

Other funds holding JBND

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Fortitude Financial's JBND Position: Q2 2026 in Review

Fortitude Financial sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 8,152 shares — an estimated $438K sold.

Fortitude Financial first reported a position in JBND in Q3 2025 and held it in 3 quarters. The position peaked at $438K in Q1 2026. 56 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Fortitude Financial reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fortitude Financial sold 8,152 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $438K.
  • Fortitude Financial first reported a position in JPMorgan Active Bond ETF in Q3 2025 and held it in 3 quarters.
  • Fortitude Financial's JPMorgan Active Bond ETF position peaked at $438K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.