GeoWealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

GeoWealth Management’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	$1.07M	Sell	21,016 -8,229	-28%	-$432K	0.04%	316
2026 Q2	$1.56M	Buy	29,245 +9,116	+45%	+$488K	0.05%	224
2026 Q1	$1.08M	Buy	20,129 +7,753	+63%	+$420K	0.04%	264
2025 Q4	$669K	Buy	+12,376	New	+$672K	0.02%	374

Other funds holding JBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

GeoWealth Management's JBND Position: Q3 2026 in Review

GeoWealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 28% in Q3 2026, selling an estimated $432K and leaving 21,016 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #316.

GeoWealth Management first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q2 2026. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

GeoWealth Management held 21,016 shares of JPMorgan Active Bond ETF worth $1.07M as of Q3 2026.
GeoWealth Management sold 8,229 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $432K.
JPMorgan Active Bond ETF made up 0.04% of GeoWealth Management's portfolio in Q3 2026, its #316 holding.
GeoWealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
GeoWealth Management's JPMorgan Active Bond ETF position peaked at $1.56M in Q2 2026.
303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.