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Martin Worley Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Martin Worley Group’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
2025
Q2 		$4.82M Buy
89,954
+11,999
+15% +$635K 2.36% 12
2025
Q1 		$4.17M Buy
77,955
+11,850
+18% +$626K 2.38% 11
2024
Q4 		$3.45M Buy
+66,105
New +$3.51M 2.16% 12

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Martin Worley Group's JBND Position: Q2 2025 in Review

Martin Worley Group increased its JPMorgan Active Bond ETF (JBND) stake by 15% in Q2 2025, buying an estimated $635K and bringing the position to 89,954 shares worth $4.82M. The position accounts for 2.36% of the portfolio, ranked #12.

Martin Worley Group first reported a position in JBND in Q4 2024 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

  • Martin Worley Group held 89,954 shares of JPMorgan Active Bond ETF worth $4.82M as of Q2 2025.
  • Martin Worley Group bought 11,999 JPMorgan Active Bond ETF shares in Q2 2025, an estimated $635K.
  • JPMorgan Active Bond ETF made up 2.36% of Martin Worley Group's portfolio in Q2 2025, its #12 holding.
  • Martin Worley Group first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.