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Optima Capital’s JPMorgan Active Bond ETF JBND Stock Holding History

Optima Capital’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 		$5.64M Buy
105,462
+5,822
+6% +$311K 2.23% 13
2026
Q1 		$5.36M Buy
99,640
+825
+0.8% +$44.7K 2.49% 9
2025
Q4 		$5.36M Buy
+98,815
New +$5.36M 2.32% 7

Other funds holding JBND

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Optima Capital's JBND Position: Q2 2026 in Review

Optima Capital increased its JPMorgan Active Bond ETF (JBND) stake by 5.8% in Q2 2026, buying an estimated $311K and bringing the position to 105,462 shares worth $5.64M. The position accounts for 2.23% of the portfolio, ranked #13.

Optima Capital first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Optima Capital held 105,462 shares of JPMorgan Active Bond ETF worth $5.64M as of Q2 2026.
  • Optima Capital bought 5,822 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $311K.
  • JPMorgan Active Bond ETF made up 2.23% of Optima Capital's portfolio in Q2 2026, its #13 holding.
  • Optima Capital first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.