Legacy Wealth Management (Idaho)’s JPMorgan Active Bond ETF JBND Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.55M	Sell	28,880 -9,059	-24%	-$485K	0.64%	38
2026 Q1	$2.04M	Buy	37,939 +2,744	+8%	+$149K	1.01%	18
2025 Q4	$1.9M	Sell	35,195 -1,752	-5%	-$95.1K	0.91%	22
2025 Q3	$2M	Sell	36,947 -4,515	-11%	-$242K	0.9%	23
2025 Q2	$2.22M	Buy	41,462 +2,810	+7%	+$149K	1.16%	18
2025 Q1	$2.07M	Buy	+38,652	New	+$2.04M	1.46%	18

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

Legacy Wealth Management (Idaho)'s JBND Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its JPMorgan Active Bond ETF (JBND) stake by 24% in Q2 2026, selling an estimated $485K and leaving 28,880 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #38.

Legacy Wealth Management (Idaho) first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q2 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Legacy Wealth Management (Idaho) held 28,880 shares of JPMorgan Active Bond ETF worth $1.55M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 9,059 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $485K.
JPMorgan Active Bond ETF made up 0.64% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #38 holding.
Legacy Wealth Management (Idaho) first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
Legacy Wealth Management (Idaho)'s JPMorgan Active Bond ETF position peaked at $2.22M in Q2 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.