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

Peak 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 		– Sell
-259,406
Closed -$13.9M – 82
2026
Q1 		$13.9M Sell
259,406
-18,870
-7% -$1.02M 6.18% 5
2025
Q4 		$15M Buy
+278,276
New +$15.1M 6.76% 5

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
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Peak Financial Advisors sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 259,406 shares — an estimated $13.9M sold.

Peak Financial Advisors first reported a position in JBND in Q4 2025 and held it in 2 quarters. The position peaked at $15M in Q4 2025. 63 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Peak Financial Advisors reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 259,406 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $13.9M.
  • Peak Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2025 and held it in 2 quarters.
  • Peak Financial Advisors's JPMorgan Active Bond ETF position peaked at $15M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.