Insight Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Insight Wealth Partners’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	$7.3M	Buy	136,459 +13,885	+11%	+$743K	0.98%	8
2026 Q1	$6.59M	Buy	122,574 +518	+0.4%	+$28K	0.92%	10
2025 Q4	$6.6M	Buy	122,056 +7,095	+6%	+$385K	0.9%	8
2025 Q3	$6.23M	Buy	114,961 +20,525	+22%	+$1.1M	1.9%	8
2025 Q2	$5.06M	Buy	94,436 +6,500	+7%	+$344K	1.96%	8
2025 Q1	$4.71M	Sell	87,936 -632	-0.7%	-$33.4K	0.78%	9
2024 Q4	$4.63M	Sell	88,568 -24,380	-22%	-$1.29M	0.63%	10
2024 Q3	$6.17M	Buy	+112,948	New	+$6.07M	1.22%	9

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Insight Wealth Partners's JBND Position: Q2 2026 in Review

Insight Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 11% in Q2 2026, buying an estimated $743K and bringing the position to 136,459 shares worth $7.3M. The position accounts for 0.98% of the portfolio, ranked #8.

Insight Wealth Partners first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Insight Wealth Partners held 136,459 shares of JPMorgan Active Bond ETF worth $7.3M as of Q2 2026.
Insight Wealth Partners bought 13,885 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $743K.
JPMorgan Active Bond ETF made up 0.98% of Insight Wealth Partners's portfolio in Q2 2026, its #8 holding.
Insight Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.