MN Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

MN Wealth Advisors’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	$612K	Sell	11,438 -2,767	-19%	-$148K	0.26%	66
2026 Q1	$764K	Buy	14,205 +568	+4%	+$30.8K	0.37%	55
2025 Q4	$737K	Sell	13,637 -397	-3%	-$21.5K	0.37%	55
2025 Q3	$760K	Sell	14,034 -1,452	-9%	-$77.9K	0.41%	52
2025 Q2	$830K	Sell	15,486 -601	-4%	-$31.8K	0.48%	48
2025 Q1	$861K	Buy	16,087 +1,002	+7%	+$52.9K	0.51%	45
2024 Q4	$788K	Buy	+15,085	New	+$801K	0.44%	50

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

MN Wealth Advisors's JBND Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 19% in Q2 2026, selling an estimated $148K and leaving 11,438 shares worth $612K. The position accounts for 0.26% of the portfolio, ranked #66.

MN Wealth Advisors first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q1 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

MN Wealth Advisors held 11,438 shares of JPMorgan Active Bond ETF worth $612K as of Q2 2026.
MN Wealth Advisors sold 2,767 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $148K.
JPMorgan Active Bond ETF made up 0.26% of MN Wealth Advisors's portfolio in Q2 2026, its #66 holding.
MN Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
MN Wealth Advisors's JPMorgan Active Bond ETF position peaked at $861K in Q1 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.