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Twin Peaks Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Twin Peaks Wealth 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
Q1 		$906K Sell
16,853
-461
-3% -$25K 0.23% 75
2025
Q4 		$938K Buy
17,314
+6,305
+57% +$342K 0.27% 71
2025
Q3 		$596K Buy
11,009
+1,173
+12% +$62.9K 0.2% 88
2025
Q2 		$526K Buy
9,836
+946
+11% +$50.1K 0.17% 88
2025
Q1 		$470K Buy
8,890
+1,675
+23% +$88.4K 0.21% 84
2024
Q4 		$377K Buy
+7,215
New +$383K 0.16% 94

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

Twin Peaks Wealth Advisors's JBND Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 2.7% in Q1 2026, selling an estimated $25K and leaving 16,853 shares worth $906K. The position accounts for 0.23% of the portfolio, ranked #75.

Twin Peaks Wealth Advisors first reported a position in JBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $938K in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Twin Peaks Wealth Advisors held 16,853 shares of JPMorgan Active Bond ETF worth $906K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 461 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $25K.
  • JPMorgan Active Bond ETF made up 0.23% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Twin Peaks Wealth Advisors's JPMorgan Active Bond ETF position peaked at $938K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.