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 Q3	$278K	Sell	5,430 -6,008	-53%	-$316K	0.11%	114
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 $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

MN Wealth Advisors's JBND Position: Q3 2026 in Review

MN Wealth Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 53% in Q3 2026, selling an estimated $316K and leaving 5,430 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #114.

MN Wealth Advisors first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $861K in Q1 2025. 198 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

MN Wealth Advisors held 5,430 shares of JPMorgan Active Bond ETF worth $278K as of Q3 2026.
MN Wealth Advisors sold 6,008 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $316K.
JPMorgan Active Bond ETF made up 0.11% of MN Wealth Advisors's portfolio in Q3 2026, its #114 holding.
MN Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
MN Wealth Advisors's JPMorgan Active Bond ETF position peaked at $861K in Q1 2025.
198 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.