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Visionary Wealth Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Visionary Wealth 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 		$1.02M Buy
19,107
+4,232
+28% +$226K 0.04% 307
2026
Q1 		$800K Buy
14,875
+2,570
+21% +$139K 0.04% 318
2025
Q4 		$665K Buy
12,305
+2,902
+31% +$157K 0.03% 332
2025
Q3 		$509K Buy
9,403
+3,220
+52% +$173K 0.02% 381
2025
Q2 		$331K Buy
+6,183
New +$327K 0.02% 438

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

Visionary Wealth Advisors's JBND Position: Q2 2026 in Review

Visionary Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 28% in Q2 2026, buying an estimated $226K and bringing the position to 19,107 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #307.

Visionary Wealth Advisors first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Visionary Wealth Advisors held 19,107 shares of JPMorgan Active Bond ETF worth $1.02M as of Q2 2026.
  • Visionary Wealth Advisors bought 4,232 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $226K.
  • JPMorgan Active Bond ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • Visionary Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.