Sound Stewardship’s JPMorgan Active Bond ETF JBND Stock Holding History

Sound Stewardship’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	$2.11M	Buy	+41,284	New	+$2.17M	0.86%	25

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

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

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

Wealth Enhancement Advisory Services

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

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Farther Finance Advisors

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Sound Stewardship's JBND Position: Q3 2026 in Review

Sound Stewardship opened a new position in JPMorgan Active Bond ETF (JBND) in Q3 2026: 41,284 shares worth $2.11M. The stake represents 0.86% of the portfolio and ranks #25 among its holdings.

36 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Sound Stewardship held 41,284 shares of JPMorgan Active Bond ETF worth $2.11M as of Q3 2026.
JPMorgan Active Bond ETF was a new Sound Stewardship position in Q3 2026.
JPMorgan Active Bond ETF made up 0.86% of Sound Stewardship's portfolio in Q3 2026, its #25 holding.
36 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.