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Mark Sheptoff Financial Planning’s JPMorgan Active Bond ETF JBND Stock Holding History

Mark Sheptoff Financial Planning’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 		$25.9K Buy
485
+2
+0.4% +$107 0.01% 248
2026
Q1 		$25.8K Sell
483
-452
-48% -$24.5K 0.01% 246
2025
Q4 		$50.5K Sell
935
-95
-9% -$5.16K 0.02% 196
2025
Q3 		$55.8K Buy
1,030
+233
+29% +$12.5K 0.03% 184
2025
Q2 		$42.7K Buy
797
+237
+42% +$12.6K 0.02% 196
2025
Q1 		$30K Hold
560
– – 0.02% 209
2024
Q4 		$29.3K Buy
560
+375
+203% +$19.9K 0.02% 220
2024
Q3 		$10.1K Buy
+185
New +$9.94K 0.01% 306

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's JBND Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its JPMorgan Active Bond ETF (JBND) stake by 0.41% in Q2 2026, buying an estimated $107 and bringing the position to 485 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #248.

Mark Sheptoff Financial Planning first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $55.8K in Q3 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Mark Sheptoff Financial Planning held 485 shares of JPMorgan Active Bond ETF worth $25.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 2 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $107.
  • JPMorgan Active Bond ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #248 holding.
  • Mark Sheptoff Financial Planning first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Mark Sheptoff Financial Planning's JPMorgan Active Bond ETF position peaked at $55.8K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.