Northwest Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Northwest Financial 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	$70.5M	Buy	1,318,229 +1,306,896	+11,532%	+$69.9M	9.38%	3
2026 Q1	$609K	Buy	+11,333	New	+$614K	1.18%	23
2025 Q4	–	Sell	-42,390	Closed	-$2.3M	–	77
2025 Q3	$2.3M	Buy	42,390 +475	+1%	+$25.5K	2.95%	8
2025 Q2	$2.25M	Buy	41,915 +1,384	+3%	+$73.3K	3.13%	7
2025 Q1	$2.17M	Buy	40,531 +10,391	+34%	+$549K	1.8%	12
2024 Q4	$1.57M	Buy	30,140 +10,213	+51%	+$542K	1.3%	17
2024 Q3	$1.09M	Buy	19,927 +9,496	+91%	+$510K	0.87%	22
2024 Q2	$545K	Buy	+10,431	New	+$540K	0.55%	48

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

Northwest Financial Advisors's JBND Position: Q2 2026 in Review

Northwest Financial Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 11,532% in Q2 2026, buying an estimated $69.9M and bringing the position to 1,318,229 shares worth $70.5M. The position accounts for 9.38% of the portfolio, ranked #3.

Northwest Financial Advisors first reported a position in JBND in Q2 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Northwest Financial Advisors held 1,318,229 shares of JPMorgan Active Bond ETF worth $70.5M as of Q2 2026.
Northwest Financial Advisors bought 1,306,896 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $69.9M.
JPMorgan Active Bond ETF made up 9.38% of Northwest Financial Advisors's portfolio in Q2 2026, its #3 holding.
Northwest Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 8 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.