VF
JBND icon

Vawter Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

Vawter Financial’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 		$18.5M Buy
344,454
+18,448
+6% +$999K 7.79% 1
2025
Q4 		$17.6M Buy
326,006
+190,959
+141% +$10.4M 7.44% 1
2025
Q3 		$7.31M Buy
135,047
+120,949
+858% +$6.49M 3.32% 8
2025
Q2 		$756K Sell
14,098
-79,714
-85% -$4.22M 8.53% 2
2025
Q1 		$5.02M Buy
93,812
+28,854
+44% +$1.52M 2.81% 11
2024
Q4 		$3.39M Buy
64,958
+28,565
+78% +$1.52M 2.04% 16
2024
Q3 		$1.99M Buy
36,393
+18,060
+99% +$970K 1.22% 23
2024
Q2 		$958K Buy
18,333
+10,558
+136% +$547K 0.66% 33
2024
Q1 		$408K Buy
+7,775
New +$407K 0.3% 51

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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