Pinnacle Wealth Management Advisory Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$813K	Buy	15,203 +1,956	+15%	+$105K	0.05%	208
2026 Q1	$712K	Buy	13,247 +2,087	+19%	+$113K	0.05%	216
2025 Q4	$603K	Buy	11,160 +5,815	+109%	+$316K	0.04%	233
2025 Q3	$289K	Buy	+5,345	New	+$287K	0.02%	322

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

Pinnacle Wealth Management Advisory Group's JBND Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its JPMorgan Active Bond ETF (JBND) stake by 15% in Q2 2026, buying an estimated $105K and bringing the position to 15,203 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #208.

Pinnacle Wealth Management Advisory Group first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 15,203 shares of JPMorgan Active Bond ETF worth $813K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,956 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $105K.
JPMorgan Active Bond ETF made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #208 holding.
Pinnacle Wealth Management Advisory Group first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.