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

SHP 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
Q1 		$914K Sell
16,988
-1,005
-6% -$54.4K 0.07% 94
2025
Q4 		$973K Buy
+17,993
New +$976K 0.08% 84

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

SHP Wealth Management's JBND Position: Q1 2026 in Review

SHP Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 5.6% in Q1 2026, selling an estimated $54.4K and leaving 16,988 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #94.

SHP Wealth Management first reported a position in JBND in Q4 2025 and has held it in 2 quarters since. The position peaked at $973K in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • SHP Wealth Management held 16,988 shares of JPMorgan Active Bond ETF worth $914K as of Q1 2026.
  • SHP Wealth Management sold 1,005 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $54.4K.
  • JPMorgan Active Bond ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #94 holding.
  • SHP Wealth Management first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's JPMorgan Active Bond ETF position peaked at $973K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.