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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
Q2 		$19.3M Buy
360,261
+15,684
+5% +$839K 7.26% 1
2026
Q1 		$18.5M Buy
344,577
+18,541
+6% +$1M 7.79% 1
2025
Q4 		$17.6M Buy
326,036
+190,959
+141% +$10.4M 7.44% 1
2025
Q3 		$7.32M Buy
135,077
+120,979
+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 $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vawter Financial's JBND Position: Q2 2026 in Review

Vawter Financial increased its JPMorgan Active Bond ETF (JBND) stake by 4.6% in Q2 2026, buying an estimated $839K and bringing the position to 360,261 shares worth $19.3M. The position accounts for 7.26% of the portfolio, ranked #1.

Vawter Financial first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Vawter Financial held 360,261 shares of JPMorgan Active Bond ETF worth $19.3M as of Q2 2026.
  • Vawter Financial bought 15,684 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $839K.
  • JPMorgan Active Bond ETF made up 7.26% of Vawter Financial's portfolio in Q2 2026, its #1 holding.
  • Vawter Financial first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.