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Holistic Planning’s JPMorgan Active Bond ETF JBND Stock Holding History

Holistic Planning’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 		$901K Buy
16,833
+1,309
+8% +$70K 0.14% 140
2026
Q1 		$835K Buy
15,524
+8,343
+116% +$452K 0.17% 117
2025
Q4 		$388K Buy
+7,181
New +$390K 0.08% 195

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

Holistic Planning's JBND Position: Q2 2026 in Review

Holistic Planning increased its JPMorgan Active Bond ETF (JBND) stake by 8.4% in Q2 2026, buying an estimated $70K and bringing the position to 16,833 shares worth $901K. The position accounts for 0.14% of the portfolio, ranked #140.

Holistic Planning 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.

  • Holistic Planning held 16,833 shares of JPMorgan Active Bond ETF worth $901K as of Q2 2026.
  • Holistic Planning bought 1,309 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $70K.
  • JPMorgan Active Bond ETF made up 0.14% of Holistic Planning's portfolio in Q2 2026, its #140 holding.
  • Holistic Planning 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 Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.