KW
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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
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

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

KWB Wealth's JBND Position: Q2 2026 in Review

KWB Wealth increased its JPMorgan Active Bond ETF (JBND) stake by 43% in Q2 2026, buying an estimated $6.22M and bringing the position to 388,588 shares worth $20.8M. The position accounts for 1.78% of the portfolio, ranked #15.

KWB Wealth first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • KWB Wealth held 388,588 shares of JPMorgan Active Bond ETF worth $20.8M as of Q2 2026.
  • KWB Wealth bought 116,238 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $6.22M.
  • JPMorgan Active Bond ETF made up 1.78% of KWB Wealth's portfolio in Q2 2026, its #15 holding.
  • KWB Wealth first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 56 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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