Sonoma Allocations
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Sonoma Allocations’s JPMorgan Active Bond ETF JBND Stock Holding History

Sonoma Allocations’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 		– Sell
-108,311
Closed -$5.69M – 17
2026
Q2 		$5.77M Sell
108,311
-38,830
-26% -$2.08M 1.79% 11
2026
Q1 		$7.9M Sell
147,141
-22,621
-13% -$1.22M 2.73% 9
2025
Q4 		$9.16M Sell
169,762
-97,270
-36% -$5.28M 3.04% 11
2025
Q3 		$14.6M Buy
+267,032
New +$14.3M 5.3% 4

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Sonoma Allocations's JBND Position: Q3 2026 in Review

Sonoma Allocations sold out of JPMorgan Active Bond ETF (JBND) in Q3 2026, closing a stake of 108,311 shares — an estimated $5.69M sold.

Sonoma Allocations first reported a position in JBND in Q3 2025 and held it in 4 quarters. The position peaked at $14.6M in Q3 2025. 303 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • Sonoma Allocations reported no remaining JPMorgan Active Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Sonoma Allocations sold 108,311 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $5.69M.
  • Sonoma Allocations first reported a position in JPMorgan Active Bond ETF in Q3 2025 and held it in 4 quarters.
  • Sonoma Allocations's JPMorgan Active Bond ETF position peaked at $14.6M in Q3 2025.
  • 303 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Sonoma Allocations's 13F filing for Q3 2026, filed 13 Nov 2026.