N.E.W. Advisory Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$287K Buy
5,360
+4,360
+436% +$233K 0.02% 193
2026
Q1
$53.8K Buy
+1,000
New +$54.1K ﹤0.01% 351

Other funds holding JBND

N.E.W. Advisory Services's JBND Position: Q2 2026 in Review

N.E.W. Advisory Services increased its JPMorgan Active Bond ETF (JBND) stake by 436% in Q2 2026, buying an estimated $233K and bringing the position to 5,360 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #193.

N.E.W. Advisory Services first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • N.E.W. Advisory Services held 5,360 shares of JPMorgan Active Bond ETF worth $287K as of Q2 2026.
  • N.E.W. Advisory Services bought 4,360 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $233K.
  • JPMorgan Active Bond ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #193 holding.
  • N.E.W. Advisory Services first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.