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GWN Securities’s JPMorgan Active Bond ETF JBND Stock Holding History

GWN Securities’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 		$2.03M Buy
38,025
+1,567
+4% +$83.8K 0.34% 82
2026
Q1 		$1.96M Buy
36,458
+3,327
+10% +$180K 0.38% 74
2025
Q4 		$1.79M Buy
33,131
+5,507
+20% +$299K 0.36% 73
2025
Q3 		$1.5M Buy
27,624
+6,282
+29% +$337K 0.35% 73
2025
Q2 		$1.15M Sell
21,342
-1,956
-8% -$104K 0.21% 107
2025
Q1 		$1.25M Buy
+23,298
New +$1.23M 0.07% 259

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

GWN Securities's JBND Position: Q2 2026 in Review

GWN Securities increased its JPMorgan Active Bond ETF (JBND) stake by 4.3% in Q2 2026, buying an estimated $83.8K and bringing the position to 38,025 shares worth $2.03M. The position accounts for 0.34% of the portfolio, ranked #82.

GWN Securities first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • GWN Securities held 38,025 shares of JPMorgan Active Bond ETF worth $2.03M as of Q2 2026.
  • GWN Securities bought 1,567 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $83.8K.
  • JPMorgan Active Bond ETF made up 0.34% of GWN Securities's portfolio in Q2 2026, its #82 holding.
  • GWN Securities first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.