Herold Advisors
JBND icon

Herold Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Herold Advisors’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
Q3 		$1.47M Buy
28,740
+4,378
+18% +$230K 0.29% 87
2026
Q2 		$1.3M Buy
24,362
+11,339
+87% +$607K 0.26% 97
2026
Q1 		$700K Buy
13,023
+1,930
+17% +$105K 0.15% 142
2025
Q4 		$600K Buy
+11,093
New +$602K 0.13% 152

Other funds holding JBND

Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors's JBND Position: Q3 2026 in Review

Herold Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 18% in Q3 2026, buying an estimated $230K and bringing the position to 28,740 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #87.

Herold Advisors first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Herold Advisors held 28,740 shares of JPMorgan Active Bond ETF worth $1.47M as of Q3 2026.
  • Herold Advisors bought 4,378 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $230K.
  • JPMorgan Active Bond ETF made up 0.29% of Herold Advisors's portfolio in Q3 2026, its #87 holding.
  • Herold Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.