JFS Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

JFS Wealth Advisors’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	$98.2K	Hold	1,835	–	–	﹤0.01%	434
2026 Q1	$98.7K	Buy	1,835 +462	+34%	+$25K	0.01%	412
2025 Q4	$74.2K	Sell	1,373 -316	-19%	-$17.1K	﹤0.01%	455
2025 Q3	$91.5K	Sell	1,689 -200	-11%	-$10.7K	0.01%	421
2025 Q2	$101K	Hold	1,889	–	–	0.01%	368
2025 Q1	$101K	Sell	1,889 -1,000	-35%	-$52.8K	0.01%	368
2024 Q4	$151K	Buy	+2,889	New	+$153K	0.01%	318

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

JFS Wealth Advisors's JBND Position: Q2 2026 in Review

JFS Wealth Advisors held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 1,835 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

JFS Wealth Advisors first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q4 2024. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

JFS Wealth Advisors held 1,835 shares of JPMorgan Active Bond ETF worth $98.2K as of Q2 2026.
JFS Wealth Advisors left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
JPMorgan Active Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #434 holding.
JFS Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
JFS Wealth Advisors's JPMorgan Active Bond ETF position peaked at $151K in Q4 2024.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.