VestGen Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

VestGen Advisors’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	$305K	Sell	5,706 -180,962	-97%	-$9.68M	0.01%	839
2026 Q1	$9.96M	Buy	186,668 +59,408	+47%	+$3.22M	0.26%	76
2025 Q4	$6.88M	Sell	127,260 -111,298	-47%	-$6.04M	0.29%	83
2025 Q3	$12.9M	Buy	238,558 +1,627	+0.7%	+$87.2K	0.43%	48
2025 Q2	$12.7M	Buy	236,931 +45,087	+24%	+$2.39M	0.51%	43
2025 Q1	$10.3M	Buy	+191,844	New	+$10.1M	0.47%	44

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VestGen Advisors's JBND Position: Q2 2026 in Review

VestGen Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 97% in Q2 2026, selling an estimated $9.68M and leaving 5,706 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #839.

VestGen Advisors first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.9M in Q3 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

VestGen Advisors held 5,706 shares of JPMorgan Active Bond ETF worth $305K as of Q2 2026.
VestGen Advisors sold 180,962 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $9.68M.
JPMorgan Active Bond ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #839 holding.
VestGen Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's JPMorgan Active Bond ETF position peaked at $12.9M in Q3 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.