Lake Street Private Wealth’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
24,616
+2,577
+12% +$138K 0.15% 103
2026
Q1
$1.19M Buy
22,039
+2,133
+11% +$115K 0.15% 107
2025
Q4
$1.08M Buy
19,906
+15,781
+383% +$856K 0.13% 114
2025
Q3
$223K Buy
+4,125
New +$221K 0.03% 251

Other funds holding JBND

Lake Street Private Wealth's JBND Position: Q2 2026 in Review

Lake Street Private Wealth increased its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, buying an estimated $138K and bringing the position to 24,616 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #103.

Lake Street Private Wealth first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Lake Street Private Wealth held 24,616 shares of JPMorgan Active Bond ETF worth $1.32M as of Q2 2026.
  • Lake Street Private Wealth bought 2,577 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $138K.
  • JPMorgan Active Bond ETF made up 0.15% of Lake Street Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Lake Street Private Wealth first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.