Sterling Investment Advisors (Pennsylvania)’s JPMorgan Active Bond ETF JBND Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	$1.31M	Hold	24,410	–	–	0.22%	95
2026 Q1	$1.31M	Hold	24,410	–	–	0.24%	85
2025 Q4	$1.32M	Buy	24,410 +1,800	+8%	+$97.7K	0.24%	86
2025 Q3	$1.22M	Buy	22,610 +800	+4%	+$42.9K	0.24%	88
2025 Q2	$1.17M	Buy	21,810 +1,850	+9%	+$98K	0.26%	89
2025 Q1	$1.07M	Buy	19,960 +5,050	+34%	+$267K	0.26%	88
2024 Q4	$779K	Buy	14,910 +4,570	+44%	+$243K	0.19%	88
2024 Q3	$565K	Buy	10,340 +500	+5%	+$26.9K	0.14%	98
2024 Q2	$514K	Buy	9,840 +300	+3%	+$15.5K	0.14%	100
2024 Q1	$501K	Buy	+9,540	New	+$500K	0.14%	101

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JBND Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 24,410 shares worth $1.31M. The position accounts for 0.22% of the portfolio, ranked #95.

Sterling Investment Advisors (Pennsylvania) first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 24,410 shares of JPMorgan Active Bond ETF worth $1.31M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
JPMorgan Active Bond ETF made up 0.22% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #95 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sterling Investment Advisors (Pennsylvania)'s JPMorgan Active Bond ETF position peaked at $1.32M in Q4 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.