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

Pinnacle Wealth Management’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	$15.3M	Buy	285,453 +115	+0%	+$6.15K	9.46%	3
2026 Q1	$15.3M	Buy	285,338 +15,812	+6%	+$856K	10.33%	3
2025 Q4	$14.6M	Buy	269,526 +4,128	+2%	+$224K	9.81%	3
2025 Q3	$14.4M	Buy	265,398 +28,471	+12%	+$1.53M	9.7%	3
2025 Q2	$12.7M	Buy	236,927 +46,312	+24%	+$2.45M	10.62%	2
2025 Q1	$10.2M	Buy	+190,615	New	+$10.1M	11.49%	2

Other funds holding JBND

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 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

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

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

Pinnacle Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 0.04% in Q2 2026, buying an estimated $6.15K and bringing the position to 285,453 shares worth $15.3M. The position accounts for 9.46% of the portfolio, ranked #3.

Pinnacle Wealth Management first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.3M in Q1 2026. 80 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Pinnacle Wealth Management held 285,453 shares of JPMorgan Active Bond ETF worth $15.3M as of Q2 2026.
Pinnacle Wealth Management bought 115 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $6.15K.
JPMorgan Active Bond ETF made up 9.46% of Pinnacle Wealth Management's portfolio in Q2 2026, its #3 holding.
Pinnacle Wealth Management first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
Pinnacle Wealth Management's JPMorgan Active Bond ETF position peaked at $15.3M in Q1 2026.
80 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.