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IHT Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

IHT Wealth Management’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 		$7.98M Buy
149,198
+19,891
+15% +$1.06M 0.17% 121
2026
Q1 		$6.95M Buy
129,307
+62,871
+95% +$3.4M 0.16% 127
2025
Q4 		$3.59M Buy
66,436
+58,313
+718% +$3.16M 0.09% 230
2025
Q3 		$440K Buy
+8,123
New +$436K 0.01% 786

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

IHT Wealth Management's JBND Position: Q2 2026 in Review

IHT Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 15% in Q2 2026, buying an estimated $1.06M and bringing the position to 149,198 shares worth $7.98M. The position accounts for 0.17% of the portfolio, ranked #121.

IHT Wealth Management first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • IHT Wealth Management held 149,198 shares of JPMorgan Active Bond ETF worth $7.98M as of Q2 2026.
  • IHT Wealth Management bought 19,891 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.06M.
  • JPMorgan Active Bond ETF made up 0.17% of IHT Wealth Management's portfolio in Q2 2026, its #121 holding.
  • IHT Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.