TrueWealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

TrueWealth Advisors’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	$1.56M	Buy	30,553 +4,310	+16%	+$226K	0.35%	49
2026 Q2	$1.4M	Buy	26,243 +2,018	+8%	+$108K	0.32%	56
2026 Q1	$1.3M	Buy	24,225 +8,471	+54%	+$459K	0.33%	55
2025 Q4	$852K	Buy	15,754 +3,098	+24%	+$168K	0.22%	85
2025 Q3	$685K	Buy	12,656 +1,416	+13%	+$75.9K	0.19%	104
2025 Q2	$602K	Buy	11,240 +2,156	+24%	+$114K	0.18%	102
2025 Q1	$486K	Buy	+9,084	New	+$480K	0.16%	112

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

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

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

TrueWealth Advisors's JBND Position: Q3 2026 in Review

TrueWealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 16% in Q3 2026, buying an estimated $226K and bringing the position to 30,553 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #49.

TrueWealth Advisors first reported a position in JBND in Q1 2025 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

TrueWealth Advisors held 30,553 shares of JPMorgan Active Bond ETF worth $1.56M as of Q3 2026.
TrueWealth Advisors bought 4,310 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $226K.
JPMorgan Active Bond ETF made up 0.35% of TrueWealth Advisors's portfolio in Q3 2026, its #49 holding.
TrueWealth Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.