Midwest Financial Network
JBND icon

Midwest Financial Network’s JPMorgan Active Bond ETF JBND Stock Holding History

Midwest Financial Network’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 		$2.1M Sell
41,090
-19,509
-32% -$1.02M 1.43% 19
2026
Q2 		$3.24M Sell
60,599
-4,797
-7% -$257K 2.21% 12
2026
Q1 		$3.52M Buy
+65,396
New +$3.54M 2.79% 11

Other funds holding JBND

Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 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
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Lifelong Wealth Advisors
Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return
Essex LLC
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Financial Network's JBND Position: Q3 2026 in Review

Midwest Financial Network reduced its JPMorgan Active Bond ETF (JBND) stake by 32% in Q3 2026, selling an estimated $1.02M and leaving 41,090 shares worth $2.1M. The position accounts for 1.43% of the portfolio, ranked #19.

Midwest Financial Network first reported a position in JBND in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.52M in Q1 2026. 100 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Midwest Financial Network held 41,090 shares of JPMorgan Active Bond ETF worth $2.1M as of Q3 2026.
  • Midwest Financial Network sold 19,509 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $1.02M.
  • JPMorgan Active Bond ETF made up 1.43% of Midwest Financial Network's portfolio in Q3 2026, its #19 holding.
  • Midwest Financial Network first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Midwest Financial Network's JPMorgan Active Bond ETF position peaked at $3.52M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.