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

Semus 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
Q2 		$351K Buy
6,568
+2,481
+61% +$133K 0.17% 86
2026
Q1 		$220K Buy
4,087
+98
+2% +$5.31K 0.12% 98
2025
Q4 		$216K Buy
+3,989
New +$216K 0.12% 103

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Semus Wealth Partners's JBND Position: Q2 2026 in Review

Semus Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 61% in Q2 2026, buying an estimated $133K and bringing the position to 6,568 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #86.

Semus Wealth Partners first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Semus Wealth Partners held 6,568 shares of JPMorgan Active Bond ETF worth $351K as of Q2 2026.
  • Semus Wealth Partners bought 2,481 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $133K.
  • JPMorgan Active Bond ETF made up 0.17% of Semus Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Semus Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.