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Sagespring Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Sagespring Wealth Partners’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 		$18.5M Sell
344,461
-203,956
-37% -$11M 0.34% 45
2025
Q4 		$29.7M Buy
548,417
+10,526
+2% +$571K 0.54% 32
2025
Q3 		$29.1M Buy
537,891
+169,439
+46% +$9.09M 0.57% 31
2025
Q2 		$19.7M Buy
+368,452
New +$19.5M 0.43% 41

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's JBND Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its JPMorgan Active Bond ETF (JBND) stake by 37% in Q1 2026, selling an estimated $11M and leaving 344,461 shares worth $18.5M. The position accounts for 0.34% of the portfolio, ranked #45.

Sagespring Wealth Partners first reported a position in JBND in Q2 2025 and has held it in 4 quarters since. The position peaked at $29.7M in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Sagespring Wealth Partners held 344,461 shares of JPMorgan Active Bond ETF worth $18.5M as of Q1 2026.
  • Sagespring Wealth Partners sold 203,956 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $11M.
  • JPMorgan Active Bond ETF made up 0.34% of Sagespring Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Sagespring Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's JPMorgan Active Bond ETF position peaked at $29.7M in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.