PWA
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return