LVZ Inc’s JPMorgan Active Bond ETF JBND Stock Holding History

LVZ Inc’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	$49.3M	Sell	964,705 -203	-0%	-$10.7K	5.06%	7
2026 Q2	$51.6M	Sell	964,908 -2,112	-0.2%	-$113K	5.24%	7
2026 Q1	$52M	Buy	967,020 +29,923	+3%	+$1.62M	5.93%	7
2025 Q4	$50.7M	Buy	937,097 +10,620	+1%	+$576K	5.66%	8
2025 Q3	$50.2M	Buy	926,477 +6,411	+0.7%	+$344K	5.7%	8
2025 Q2	$49.3M	Buy	920,066 +7,225	+0.8%	+$383K	5.91%	8
2025 Q1	$48.9M	Buy	912,841 +65,895	+8%	+$3.48M	6.41%	8
2024 Q4	$44.3M	Buy	+846,946	New	+$45M	5.68%	8

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

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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 14.38% 1-Year Est. Return

LVZ Inc's JBND Position: Q3 2026 in Review

LVZ Inc reduced its JPMorgan Active Bond ETF (JBND) stake by 0.02% in Q3 2026, selling an estimated $10.7K and leaving 964,705 shares worth $49.3M. The position accounts for 5.06% of the portfolio, ranked #7.

LVZ Inc first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $52M in Q1 2026. 92 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

LVZ Inc held 964,705 shares of JPMorgan Active Bond ETF worth $49.3M as of Q3 2026.
LVZ Inc sold 203 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $10.7K.
JPMorgan Active Bond ETF made up 5.06% of LVZ Inc's portfolio in Q3 2026, its #7 holding.
LVZ Inc first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
LVZ Inc's JPMorgan Active Bond ETF position peaked at $52M in Q1 2026.
92 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.