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Greykasell Wealth Strategies’s JPMorgan Active Bond ETF JBND Stock Holding History

Greykasell Wealth Strategies’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
-6,599
Closed -$355K – 531
2026
Q1 		$355K Buy
6,599
+5
+0.1% +$271 0.14% 111
2025
Q4 		$357K Buy
6,594
+5
+0.1% +$271 0.14% 108
2025
Q3 		$357K Buy
+6,589
New +$353K 0.15% 106

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Greykasell Wealth Strategies's JBND Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 6,599 shares — an estimated $355K sold.

Greykasell Wealth Strategies first reported a position in JBND in Q3 2025 and held it in 3 quarters. The position peaked at $357K in Q3 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 6,599 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $355K.
  • Greykasell Wealth Strategies first reported a position in JPMorgan Active Bond ETF in Q3 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's JPMorgan Active Bond ETF position peaked at $357K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.