Sigma Planning Corp’s JPMorgan Active Bond ETF JBND Stock Holding History

Sigma Planning Corp’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 Q3	$3.73M	Sell	73,022 -3,166	-4%	-$166K	0.1%	209
2026 Q2	$4.08M	Sell	76,188 -7,545	-9%	-$404K	0.1%	205
2026 Q1	$4.5M	Buy	83,733 +2,672	+3%	+$145K	0.13%	176
2025 Q4	$4.38M	Buy	81,061 +4,746	+6%	+$258K	0.12%	169
2025 Q3	$4.13M	Buy	76,315 +16,269	+27%	+$872K	0.12%	176
2025 Q2	$3.22M	Buy	+60,046	New	+$3.18M	0.1%	218

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $432M AUM 12.54% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Planning Corp's JBND Position: Q3 2026 in Review

Sigma Planning Corp reduced its JPMorgan Active Bond ETF (JBND) stake by 4.2% in Q3 2026, selling an estimated $166K and leaving 73,022 shares worth $3.73M. The position accounts for 0.1% of the portfolio, ranked #209.

Sigma Planning Corp first reported a position in JBND in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.5M in Q1 2026. 100 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Sigma Planning Corp held 73,022 shares of JPMorgan Active Bond ETF worth $3.73M as of Q3 2026.
Sigma Planning Corp sold 3,166 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $166K.
JPMorgan Active Bond ETF made up 0.1% of Sigma Planning Corp's portfolio in Q3 2026, its #209 holding.
Sigma Planning Corp first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 6 quarters since.
Sigma Planning Corp's JPMorgan Active Bond ETF position peaked at $4.5M in Q1 2026.
100 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.