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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
Q2 		$1.15M Buy
21,411
+2,210
+12% +$118K 0.29% 85
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 $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

Heritage Wealth Management (Ohio)'s JBND Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, buying an estimated $118K and bringing the position to 21,411 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #85.

Heritage Wealth Management (Ohio) first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 21,411 shares of JPMorgan Active Bond ETF worth $1.15M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 2,210 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $118K.
  • JPMorgan Active Bond ETF made up 0.29% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #85 holding.
  • Heritage Wealth Management (Ohio) first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.