HORAN Wealth’s JPMorgan Active Bond ETF JBND Stock Holding History

HORAN Wealth’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	$31.1M	Buy	+607,722	New	+$31.9M	3.14%	7

Other funds holding JBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

HORAN Wealth's JBND Position: Q3 2026 in Review

HORAN Wealth opened a new position in JPMorgan Active Bond ETF (JBND) in Q3 2026: 607,722 shares worth $31.1M. The stake represents 3.14% of the portfolio and ranks #7 among its holdings.

303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

HORAN Wealth held 607,722 shares of JPMorgan Active Bond ETF worth $31.1M as of Q3 2026.
JPMorgan Active Bond ETF was a new HORAN Wealth position in Q3 2026.
JPMorgan Active Bond ETF made up 3.14% of HORAN Wealth's portfolio in Q3 2026, its #7 holding.
303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.