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 Q2	$1.05M	Buy	19,597 +2,744	+16%	+$147K	0.24%	79
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's JBND Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 16% in Q2 2026, buying an estimated $147K and bringing the position to 19,597 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #79.

Twin Peaks Wealth Advisors first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Twin Peaks Wealth Advisors held 19,597 shares of JPMorgan Active Bond ETF worth $1.05M as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,744 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $147K.
JPMorgan Active Bond ETF made up 0.24% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Twin Peaks Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.