Peterson Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Peterson Wealth 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	$49.8M	Buy	930,053 +36,502	+4%	+$1.95M	5.88%	4
2026 Q1	$48M	Buy	893,551 +15,263	+2%	+$826K	6.39%	3
2025 Q4	$47.5M	Buy	878,288 +596,642	+212%	+$32.4M	6.33%	3
2025 Q3	$15.2M	Buy	281,646 +105,516	+60%	+$5.66M	2.28%	12
2025 Q2	$9.44M	Buy	176,130 +23,359	+15%	+$1.24M	1.56%	12
2025 Q1	$8.14M	Buy	152,771 +6,185	+4%	+$327K	1.57%	14
2024 Q4	$7.65M	Buy	146,586 +133,363	+1,009%	+$7.08M	1.38%	13
2024 Q3	$723K	Buy	13,223 +2,446	+23%	+$131K	0.14%	40
2024 Q2	$563K	Buy	+10,777	New	+$558K	0.12%	46

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

Peterson Wealth Advisors's JBND Position: Q2 2026 in Review

Peterson Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 4.1% in Q2 2026, buying an estimated $1.95M and bringing the position to 930,053 shares worth $49.8M. The position accounts for 5.88% of the portfolio, ranked #4.

Peterson Wealth Advisors first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Peterson Wealth Advisors held 930,053 shares of JPMorgan Active Bond ETF worth $49.8M as of Q2 2026.
Peterson Wealth Advisors bought 36,502 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.95M.
JPMorgan Active Bond ETF made up 5.88% of Peterson Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.