Lifelong Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Lifelong Wealth Advisors’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	$37.4M	Buy	699,070 +29,780	+4%	+$1.59M	8.79%	3
2026 Q1	$36M	Buy	669,290 +18,770	+3%	+$1.02M	9.56%	3
2025 Q4	$35.2M	Buy	650,520 +12,613	+2%	+$684K	9.32%	3
2025 Q3	$34.5M	Buy	637,907 +71,840	+13%	+$3.85M	10.27%	3
2025 Q2	$30.3M	Buy	+566,067	New	+$30M	10.06%	3

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

Lifelong Wealth Advisors's JBND Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 4.4% in Q2 2026, buying an estimated $1.59M and bringing the position to 699,070 shares worth $37.4M. The position accounts for 8.79% of the portfolio, ranked #3.

Lifelong Wealth Advisors first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Lifelong Wealth Advisors held 699,070 shares of JPMorgan Active Bond ETF worth $37.4M as of Q2 2026.
Lifelong Wealth Advisors bought 29,780 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.59M.
JPMorgan Active Bond ETF made up 8.79% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Lifelong Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.