USAdvisors Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

USAdvisors 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
2026 Q2	$2.14M	Sell	40,045 -1,865	-4%	-$99.8K	0.61%	39
2026 Q1	$2.25M	Buy	41,910 +617	+1%	+$33.4K	0.75%	36
2025 Q4	$2.23M	Buy	41,293 +4,588	+12%	+$249K	0.74%	36
2025 Q3	$1.99M	Buy	36,705 +4,151	+13%	+$223K	0.69%	38
2025 Q2	$1.74M	Buy	32,554 +3,412	+12%	+$181K	0.65%	41
2025 Q1	$1.56M	Buy	29,142 +4,927	+20%	+$260K	0.54%	44
2024 Q4	$1.26M	Buy	24,215 +1,291	+6%	+$68.6K	0.41%	56
2024 Q3	$1.25M	Buy	+22,924	New	+$1.23M	0.44%	54

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 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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

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

USAdvisors Wealth Management's JBND Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 4.5% in Q2 2026, selling an estimated $99.8K and leaving 40,045 shares worth $2.14M. The position accounts for 0.61% of the portfolio, ranked #39.

USAdvisors Wealth Management first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q1 2026. 143 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

USAdvisors Wealth Management held 40,045 shares of JPMorgan Active Bond ETF worth $2.14M as of Q2 2026.
USAdvisors Wealth Management sold 1,865 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $99.8K.
JPMorgan Active Bond ETF made up 0.61% of USAdvisors Wealth Management's portfolio in Q2 2026, its #39 holding.
USAdvisors Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
USAdvisors Wealth Management's JPMorgan Active Bond ETF position peaked at $2.25M in Q1 2026.
143 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.