Mattern Capital Management
JBND icon

Mattern Capital Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Mattern Capital Management’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 		$5.43M Sell
106,289
-1,666
-2% -$87.5K 0.63% 71
2026
Q2 		$5.78M Sell
107,955
-385
-0.4% -$20.6K 0.67% 72
2026
Q1 		$5.83M Buy
108,340
+517
+0.5% +$28K 0.7% 74
2025
Q4 		$5.83M Buy
107,823
+2,472
+2% +$134K 0.69% 77
2025
Q3 		$5.71M Buy
105,351
+1,123
+1% +$60.2K 0.67% 79
2025
Q2 		$5.59M Buy
+104,228
New +$5.52M 0.67% 78

Other funds holding JBND

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Mattern Capital Management's JBND Position: Q3 2026 in Review

Mattern Capital Management reduced its JPMorgan Active Bond ETF (JBND) stake by 1.5% in Q3 2026, selling an estimated $87.5K and leaving 106,289 shares worth $5.43M. The position accounts for 0.63% of the portfolio, ranked #71.

Mattern Capital Management first reported a position in JBND in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.83M in Q4 2025. 187 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Mattern Capital Management held 106,289 shares of JPMorgan Active Bond ETF worth $5.43M as of Q3 2026.
  • Mattern Capital Management sold 1,666 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $87.5K.
  • JPMorgan Active Bond ETF made up 0.63% of Mattern Capital Management's portfolio in Q3 2026, its #71 holding.
  • Mattern Capital Management first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Mattern Capital Management's JPMorgan Active Bond ETF position peaked at $5.83M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Mattern Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.