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Summit Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Summit Wealth Partners’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 		$312K Sell
5,828
-3,768
-39% -$202K 0.04% 223
2026
Q1 		$516K Hold
9,596
– – 0.08% 161
2025
Q4 		$519K Hold
9,596
– – 0.1% 122
2025
Q3 		$520K Hold
9,596
– – 0.09% 131
2025
Q2 		$514K Buy
+9,596
New +$508K 0.1% 130

Other funds holding JBND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Summit Wealth Partners's JBND Position: Q2 2026 in Review

Summit Wealth Partners reduced its JPMorgan Active Bond ETF (JBND) stake by 39% in Q2 2026, selling an estimated $202K and leaving 5,828 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #223.

Summit Wealth Partners first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $520K in Q3 2025. 167 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Summit Wealth Partners held 5,828 shares of JPMorgan Active Bond ETF worth $312K as of Q2 2026.
  • Summit Wealth Partners sold 3,768 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $202K.
  • JPMorgan Active Bond ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Partners's JPMorgan Active Bond ETF position peaked at $520K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.