UWM
JBND icon

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
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

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. 142 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.
  • 142 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.