Foster Victor Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Foster Victor Wealth 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 Q2	$3.14M	Buy	59,273 +1,815	+3%	+$97.1K	0.16%	115
2026 Q1	$3.1M	Buy	57,458 +8,307	+17%	+$450K	0.18%	108
2025 Q4	$2.66M	Hold	49,151	–	–	0.15%	112
2025 Q3	$2.66M	Sell	49,151 -824	-2%	-$44.2K	0.17%	107
2025 Q2	$2.66M	Buy	+49,975	New	+$2.65M	0.18%	104

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Foster Victor Wealth Advisors's JBND Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 3.2% in Q2 2026, buying an estimated $97.1K and bringing the position to 59,273 shares worth $3.14M. The position accounts for 0.16% of the portfolio, ranked #115.

Foster Victor Wealth Advisors first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Foster Victor Wealth Advisors held 59,273 shares of JPMorgan Active Bond ETF worth $3.14M as of Q2 2026.
Foster Victor Wealth Advisors bought 1,815 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $97.1K.
JPMorgan Active Bond ETF made up 0.16% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Foster Victor Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.