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 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 $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Financial Advisors's JBND Position: Q1 2026 in Review

Northwest Financial Advisors opened a new position in JPMorgan Active Bond ETF (JBND) in Q1 2026: 11,333 shares worth $609K. The stake represents 1.18% of the portfolio and ranks #23 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in JBND as recently as Q3 2025.

Northwest Financial Advisors first reported a position in JBND in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

Northwest Financial Advisors held 11,333 shares of JPMorgan Active Bond ETF worth $609K as of Q1 2026.
JPMorgan Active Bond ETF was a new Northwest Financial Advisors position in Q1 2026.
JPMorgan Active Bond ETF made up 1.18% of Northwest Financial Advisors's portfolio in Q1 2026, its #23 holding.
Northwest Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 7 quarters since.
Northwest Financial Advisors's JPMorgan Active Bond ETF position peaked at $2.3M in Q3 2025.
309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.