TA
JBND icon

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
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

TrueWealth Advisors's JBND Position: Q2 2026 in Review

TrueWealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 8.3% in Q2 2026, buying an estimated $108K and bringing the position to 26,243 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #56.

TrueWealth Advisors first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • TrueWealth Advisors held 26,243 shares of JPMorgan Active Bond ETF worth $1.4M as of Q2 2026.
  • TrueWealth Advisors bought 2,018 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $108K.
  • JPMorgan Active Bond ETF made up 0.32% of TrueWealth Advisors's portfolio in Q2 2026, its #56 holding.
  • TrueWealth Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 146 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.