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

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'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. 327 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.
327 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.