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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insight Wealth Partners's JBND Position: Q1 2026 in Review

Insight Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 0.42% in Q1 2026, buying an estimated $28K and bringing the position to 122,574 shares worth $6.59M. The position accounts for 0.92% of the portfolio, ranked #10.

Insight Wealth Partners first reported a position in JBND in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.6M in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Insight Wealth Partners held 122,574 shares of JPMorgan Active Bond ETF worth $6.59M as of Q1 2026.
  • Insight Wealth Partners bought 518 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $28K.
  • JPMorgan Active Bond ETF made up 0.92% of Insight Wealth Partners's portfolio in Q1 2026, its #10 holding.
  • Insight Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Insight Wealth Partners's JPMorgan Active Bond ETF position peaked at $6.6M in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.