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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

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 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. 106 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.
  • 106 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.