KWB Wealth’s JPMorgan Active Bond ETF JBND Stock Holding History

KWB Wealth’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	$751K	Sell	14,684 -373,904	-96%	-$19.6M	0.06%	100
2026 Q2	$20.8M	Buy	388,588 +116,238	+43%	+$6.22M	1.78%	15
2026 Q1	$14.7M	Sell	272,350 -1,421	-0.5%	-$76.9K	1.46%	19
2025 Q4	$14.8M	Buy	273,771 +120,057	+78%	+$6.51M	1.4%	19
2025 Q3	$8.24M	Buy	153,714 +46,782	+44%	+$2.51M	0.91%	25
2025 Q2	$5.72M	Buy	106,932 +52,173	+95%	+$2.76M	0.7%	31
2025 Q1	$2.86M	Buy	54,759 +45,889	+517%	+$2.42M	0.35%	44
2024 Q4	$485K	Buy	+8,870	New	+$471K	0.06%	87

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

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

LWA

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

CFS

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

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

KWB Wealth's JBND Position: Q3 2026 in Review

KWB Wealth reduced its JPMorgan Active Bond ETF (JBND) stake by 96% in Q3 2026, selling an estimated $19.6M and leaving 14,684 shares worth $751K. The position accounts for 0.06% of the portfolio, ranked #100.

KWB Wealth first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.8M in Q2 2026. 67 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

KWB Wealth held 14,684 shares of JPMorgan Active Bond ETF worth $751K as of Q3 2026.
KWB Wealth sold 373,904 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $19.6M.
JPMorgan Active Bond ETF made up 0.06% of KWB Wealth's portfolio in Q3 2026, its #100 holding.
KWB Wealth first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
KWB Wealth's JPMorgan Active Bond ETF position peaked at $20.8M in Q2 2026.
67 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.