Smithbridge Asset Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Smithbridge Asset 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 Q3	$18.1M	Buy	354,859 +12,624	+4%	+$663K	2.45%	9
2026 Q2	$18.3M	Buy	342,235 +14,198	+4%	+$760K	2.49%	10
2026 Q1	$17.6M	Sell	328,037 -292,967	-47%	-$15.9M	2.62%	8
2025 Q4	$33.6M	Buy	621,004 +335,664	+118%	+$18.2M	2.87%	7
2025 Q3	$15.5M	Buy	+285,340	New	+$15.3M	2.25%	10

Other funds holding JBND

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

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 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

Smithbridge Asset Management's JBND Position: Q3 2026 in Review

Smithbridge Asset Management increased its JPMorgan Active Bond ETF (JBND) stake by 3.7% in Q3 2026, buying an estimated $663K and bringing the position to 354,859 shares worth $18.1M. The position accounts for 2.45% of the portfolio, ranked #9.

Smithbridge Asset Management first reported a position in JBND in Q3 2025 and has held it in 5 quarters since. The position peaked at $33.6M in Q4 2025. 114 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Smithbridge Asset Management held 354,859 shares of JPMorgan Active Bond ETF worth $18.1M as of Q3 2026.
Smithbridge Asset Management bought 12,624 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $663K.
JPMorgan Active Bond ETF made up 2.45% of Smithbridge Asset Management's portfolio in Q3 2026, its #9 holding.
Smithbridge Asset Management first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 5 quarters since.
Smithbridge Asset Management's JPMorgan Active Bond ETF position peaked at $33.6M in Q4 2025.
114 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.