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Heritage Wealth Management (Ohio)’s JPMorgan Active Bond ETF JBND Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		$1.03M Buy
19,201
+4,438
+30% +$240K 0.51% 57
2025
Q4 		$798K Buy
+14,763
New +$801K 0.22% 111

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s JBND Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Active Bond ETF (JBND) stake by 30% in Q1 2026, buying an estimated $240K and bringing the position to 19,201 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #57.

Heritage Wealth Management (Ohio) first reported a position in JBND in Q4 2025 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 19,201 shares of JPMorgan Active Bond ETF worth $1.03M as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 4,438 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $240K.
  • JPMorgan Active Bond ETF made up 0.51% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #57 holding.
  • Heritage Wealth Management (Ohio) first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.