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 Q3	$7.2M	Buy	140,784 +4,325	+3%	+$227K	0.95%	9
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

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Insight Wealth Partners's JBND Position: Q3 2026 in Review

Insight Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 3.2% in Q3 2026, buying an estimated $227K and bringing the position to 140,784 shares worth $7.2M. The position accounts for 0.95% of the portfolio, ranked #9.

Insight Wealth Partners first reported a position in JBND in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.3M in Q2 2026. 109 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Insight Wealth Partners held 140,784 shares of JPMorgan Active Bond ETF worth $7.2M as of Q3 2026.
Insight Wealth Partners bought 4,325 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $227K.
JPMorgan Active Bond ETF made up 0.95% of Insight Wealth Partners's portfolio in Q3 2026, its #9 holding.
Insight Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 9 quarters since.
Insight Wealth Partners's JPMorgan Active Bond ETF position peaked at $7.3M in Q2 2026.
109 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.