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 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

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

Mattern Capital Management's JBND Position: Q2 2026 in Review

Mattern Capital Management reduced its JPMorgan Active Bond ETF (JBND) stake by 0.36% in Q2 2026, selling an estimated $20.6K and leaving 107,955 shares worth $5.78M. The position accounts for 0.67% of the portfolio, ranked #72.

Mattern Capital Management first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.83M in Q4 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Mattern Capital Management held 107,955 shares of JPMorgan Active Bond ETF worth $5.78M as of Q2 2026.
Mattern Capital Management sold 385 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $20.6K.
JPMorgan Active Bond ETF made up 0.67% of Mattern Capital Management's portfolio in Q2 2026, its #72 holding.
Mattern Capital Management first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mattern Capital Management's JPMorgan Active Bond ETF position peaked at $5.83M in Q4 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.