Goldstone Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Goldstone Financial Group’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	$7.34M	Sell	137,192 -53,853	-28%	-$2.88M	0.67%	41
2026 Q1	$10.3M	Sell	191,045 -4,172	-2%	-$226K	1.11%	22
2025 Q4	$10.6M	Buy	195,217 +16,584	+9%	+$900K	1.18%	27
2025 Q3	$9.67M	Buy	178,633 +24,159	+16%	+$1.3M	1.14%	27
2025 Q2	$8.21M	Sell	154,474 -117,553	-43%	-$6.22M	1.08%	28
2025 Q1	$14.6M	Buy	272,027 +24,628	+10%	+$1.3M	2.2%	8
2024 Q4	$12.9M	Buy	+247,399	New	+$13.1M	2.03%	11

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

Goldstone Financial Group's JBND Position: Q2 2026 in Review

Goldstone Financial Group reduced its JPMorgan Active Bond ETF (JBND) stake by 28% in Q2 2026, selling an estimated $2.88M and leaving 137,192 shares worth $7.34M. The position accounts for 0.67% of the portfolio, ranked #41.

Goldstone Financial Group first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q1 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Goldstone Financial Group held 137,192 shares of JPMorgan Active Bond ETF worth $7.34M as of Q2 2026.
Goldstone Financial Group sold 53,853 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.88M.
JPMorgan Active Bond ETF made up 0.67% of Goldstone Financial Group's portfolio in Q2 2026, its #41 holding.
Goldstone Financial Group first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Goldstone Financial Group's JPMorgan Active Bond ETF position peaked at $14.6M in Q1 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.