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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
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
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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Triad Wealth Partners's JBND Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 7.1% in Q1 2026, buying an estimated $43.2K and bringing the position to 12,058 shares worth $648K. The position accounts for 0.05% of the portfolio, ranked #229.

Triad Wealth Partners first reported a position in JBND in Q4 2024 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Triad Wealth Partners held 12,058 shares of JPMorgan Active Bond ETF worth $648K as of Q1 2026.
  • Triad Wealth Partners bought 797 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $43.2K.
  • JPMorgan Active Bond ETF made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #229 holding.
  • Triad Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.