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Shared Vision Wealth Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Shared Vision Wealth 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 		– Sell
-4,200
Closed -$226K – 116
2026
Q1 		$226K Buy
+4,200
New +$227K 0.09% 90

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

Shared Vision Wealth Group's JBND Position: Q2 2026 in Review

Shared Vision Wealth Group sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 4,200 shares — an estimated $226K sold.

Shared Vision Wealth Group first reported a position in JBND in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Shared Vision Wealth Group reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,200 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $226K.
  • Shared Vision Wealth Group first reported a position in JPMorgan Active Bond ETF in Q1 2026 and held it in 1 quarter.
  • Shared Vision Wealth Group's JPMorgan Active Bond ETF position peaked at $226K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.