McDonald Partners
JBND icon

McDonald Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

McDonald Partners’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 		$2.8M Buy
54,838
+5,438
+11% +$286K 0.66% 44
2026
Q2 		$2.64M Buy
49,400
+20,512
+71% +$1.1M 0.64% 45
2026
Q1 		$1.55M Buy
28,888
+16,877
+141% +$914K 0.37% 78
2025
Q4 		$650K Buy
+12,011
New +$652K 0.2% 114

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
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 24.13% 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

McDonald Partners's JBND Position: Q3 2026 in Review

McDonald Partners increased its JPMorgan Active Bond ETF (JBND) stake by 11% in Q3 2026, buying an estimated $286K and bringing the position to 54,838 shares worth $2.8M. The position accounts for 0.66% of the portfolio, ranked #44.

McDonald Partners first reported a position in JBND in Q4 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • McDonald Partners held 54,838 shares of JPMorgan Active Bond ETF worth $2.8M as of Q3 2026.
  • McDonald Partners bought 5,438 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $286K.
  • JPMorgan Active Bond ETF made up 0.66% of McDonald Partners's portfolio in Q3 2026, its #44 holding.
  • McDonald Partners first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.