Total Clarity Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Total Clarity 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
2026 Q2	$830K	Sell	15,514 -829	-5%	-$44.3K	0.16%	152
2026 Q1	$879K	Buy	16,343 +397	+2%	+$21.5K	0.21%	122
2025 Q4	$862K	Buy	15,946 +4,082	+34%	+$221K	0.21%	120
2025 Q3	$643K	Buy	11,864 +464	+4%	+$24.9K	0.17%	149
2025 Q2	$611K	Buy	11,400 +1,511	+15%	+$80K	0.17%	137
2025 Q1	$517K	Hold	9,889	–	–	0.17%	146
2024 Q4	$517K	Sell	9,889 -1,988	-17%	-$106K	0.17%	147
2024 Q3	$649K	Buy	+11,877	New	+$638K	0.21%	127

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

Total Clarity Wealth Management's JBND Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 5.1% in Q2 2026, selling an estimated $44.3K and leaving 15,514 shares worth $830K. The position accounts for 0.16% of the portfolio, ranked #152.

Total Clarity Wealth Management first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $879K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Total Clarity Wealth Management held 15,514 shares of JPMorgan Active Bond ETF worth $830K as of Q2 2026.
Total Clarity Wealth Management sold 829 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $44.3K.
JPMorgan Active Bond ETF made up 0.16% of Total Clarity Wealth Management's portfolio in Q2 2026, its #152 holding.
Total Clarity Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
Total Clarity Wealth Management's JPMorgan Active Bond ETF position peaked at $879K in Q1 2026.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.