Newman Dignan & Sheerar Inc’s JPMorgan Active Bond ETF JBND Stock Holding History

Newman Dignan & Sheerar Inc’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	$317K	Hold	5,925	–	–	0.06%	161
2026 Q1	$319K	Hold	5,925	–	–	0.07%	157
2025 Q4	$320K	Hold	5,925	–	–	0.07%	153
2025 Q3	$321K	Hold	5,925	–	–	0.07%	150
2025 Q2	$318K	Sell	5,925 -1,000	-14%	-$53K	0.07%	152
2025 Q1	$371K	Sell	6,925 -10,125	-59%	-$535K	0.1%	121
2024 Q4	$891K	Buy	+17,050	New	+$905K	0.23%	89

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

Newman Dignan & Sheerar Inc's JBND Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 5,925 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #161.

Newman Dignan & Sheerar Inc first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $891K in Q4 2024. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Newman Dignan & Sheerar Inc held 5,925 shares of JPMorgan Active Bond ETF worth $317K as of Q2 2026.
Newman Dignan & Sheerar Inc left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
JPMorgan Active Bond ETF made up 0.06% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #161 holding.
Newman Dignan & Sheerar Inc first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
Newman Dignan & Sheerar Inc's JPMorgan Active Bond ETF position peaked at $891K in Q4 2024.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.