Tyler-Stone Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$5.5M	Buy	102,707 +2,030	+2%	+$107K	0.89%	27
2025 Q1	$5.39M	Buy	100,677 +7,500	+8%	+$396K	0.97%	27
2024 Q4	$4.87M	Buy	93,177 +3,285	+4%	+$174K	0.87%	26
2024 Q3	$4.91M	Buy	89,892 +47,420	+112%	+$2.55M	0.93%	23
2024 Q2	$2.22M	Buy	+42,472	New	+$2.2M	0.91%	24

Other funds holding JBND

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tyler-Stone Wealth Management's JBND Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 2% in Q2 2025, buying an estimated $107K and bringing the position to 102,707 shares worth $5.5M. The position accounts for 0.89% of the portfolio, ranked #27.

Tyler-Stone Wealth Management first reported a position in JBND in Q2 2024 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

Tyler-Stone Wealth Management held 102,707 shares of JPMorgan Active Bond ETF worth $5.5M as of Q2 2025.
Tyler-Stone Wealth Management bought 2,030 JPMorgan Active Bond ETF shares in Q2 2025, an estimated $107K.
JPMorgan Active Bond ETF made up 0.89% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #27 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.