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WBH Advisory’s JPMorgan Active Bond ETF JBND Stock Holding History

WBH Advisory’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 		$15.2M Buy
284,435
+32,976
+13% +$1.76M 1.02% 28
2026
Q1 		$13.5M Buy
251,459
+68,269
+37% +$3.7M 1.01% 29
2025
Q4 		$9.91M Buy
183,190
+48,408
+36% +$2.63M 0.73% 35
2025
Q3 		$7.3M Buy
134,782
+44,337
+49% +$2.38M 0.56% 45
2025
Q2 		$4.85M Buy
90,445
+80,575
+816% +$4.27M 0.41% 55
2025
Q1 		$528K Sell
9,870
-1,203
-11% -$63.5K 0.05% 204
2024
Q4 		$579K Buy
+11,073
New +$588K 0.05% 199

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

WBH Advisory's JBND Position: Q2 2026 in Review

WBH Advisory increased its JPMorgan Active Bond ETF (JBND) stake by 13% in Q2 2026, buying an estimated $1.76M and bringing the position to 284,435 shares worth $15.2M. The position accounts for 1.02% of the portfolio, ranked #28.

WBH Advisory first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • WBH Advisory held 284,435 shares of JPMorgan Active Bond ETF worth $15.2M as of Q2 2026.
  • WBH Advisory bought 32,976 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.76M.
  • JPMorgan Active Bond ETF made up 1.02% of WBH Advisory's portfolio in Q2 2026, its #28 holding.
  • WBH Advisory first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.