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Kerr Financial Planning’s JPMorgan Active Bond ETF JBND Stock Holding History

Kerr Financial Planning’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 		$211K Hold
3,940
– – 0.24% 80
2026
Q1 		$212K Hold
3,940
– – 0.15% 78
2025
Q4 		$213K Buy
3,940
+1,824
+86% +$99K 0.29% 77
2025
Q3 		$115K Buy
+2,116
New +$113K 0.16% 103

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

Kerr Financial Planning's JBND Position: Q2 2026 in Review

Kerr Financial Planning held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 3,940 shares worth $211K. The position accounts for 0.24% of the portfolio, ranked #80.

Kerr Financial Planning first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $213K in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Kerr Financial Planning held 3,940 shares of JPMorgan Active Bond ETF worth $211K as of Q2 2026.
  • Kerr Financial Planning left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Active Bond ETF made up 0.24% of Kerr Financial Planning's portfolio in Q2 2026, its #80 holding.
  • Kerr Financial Planning first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's JPMorgan Active Bond ETF position peaked at $213K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.