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

Triad 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 Q3	$594K	Sell	11,620 -1,135	-9%	-$59.6K	0.03%	285
2026 Q2	$671K	Buy	12,755 +697	+6%	+$37.3K	0.04%	261
2026 Q1	$648K	Buy	12,058 +797	+7%	+$43.2K	0.05%	229
2025 Q4	$609K	Buy	11,261 +3,178	+39%	+$172K	0.06%	228
2025 Q3	$438K	Sell	8,083 -1,088	-12%	-$58.3K	0.06%	226
2025 Q2	$491K	Buy	9,171 +2,963	+48%	+$157K	0.1%	154
2025 Q1	$332K	Sell	6,208 -672	-10%	-$35.5K	0.1%	146
2024 Q4	$359K	Buy	+6,880	New	+$365K	0.13%	117

Other funds holding JBND

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Triad Wealth Partners's JBND Position: Q3 2026 in Review

Triad Wealth Partners reduced its JPMorgan Active Bond ETF (JBND) stake by 8.9% in Q3 2026, selling an estimated $59.6K and leaving 11,620 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #285.

Triad Wealth Partners first reported a position in JBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $671K in Q2 2026. 263 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

Triad Wealth Partners held 11,620 shares of JPMorgan Active Bond ETF worth $594K as of Q3 2026.
Triad Wealth Partners sold 1,135 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $59.6K.
JPMorgan Active Bond ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #285 holding.
Triad Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 8 quarters since.
Triad Wealth Partners's JPMorgan Active Bond ETF position peaked at $671K in Q2 2026.
263 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.