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Taylor & Morgan Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Taylor & Morgan Wealth 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
2025
Q4 		– Sell
-4,911
Closed -$266K – 83
2025
Q3 		$266K Hold
4,911
– – 0.16% 64
2025
Q2 		$263K Hold
4,911
– – 0.18% 60
2025
Q1 		$263K Buy
+4,911
New +$259K 0.2% 59

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Taylor & Morgan Wealth Management's JBND Position: Q4 2025 in Review

Taylor & Morgan Wealth Management sold out of JPMorgan Active Bond ETF (JBND) in Q4 2025, closing a stake of 4,911 shares — an estimated $266K sold.

Taylor & Morgan Wealth Management first reported a position in JBND in Q1 2025 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 273 funds tracked by Wall St. Rank hold JBND as of Q4 2025.

  • Taylor & Morgan Wealth Management reported no remaining JPMorgan Active Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 4,911 JPMorgan Active Bond ETF shares in Q4 2025, an estimated $266K.
  • Taylor & Morgan Wealth Management first reported a position in JPMorgan Active Bond ETF in Q1 2025 and held it in 3 quarters.
  • Taylor & Morgan Wealth Management's JPMorgan Active Bond ETF position peaked at $266K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q4 2025.

Based on Taylor & Morgan Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.