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

WCG 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 		$1.01M Sell
18,804
-1,452
-7% -$77.7K 0.02% 408
2026
Q1 		$1.09M Buy
20,256
+182
+0.9% +$9.86K 0.03% 367
2025
Q4 		$1.09M Buy
20,074
+4,485
+29% +$243K 0.03% 352
2025
Q3 		$844K Buy
+15,589
New +$836K 0.05% 251

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 22.9% 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

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

WCG Wealth Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 7.2% in Q2 2026, selling an estimated $77.7K and leaving 18,804 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #408.

WCG Wealth Advisors first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • WCG Wealth Advisors held 18,804 shares of JPMorgan Active Bond ETF worth $1.01M as of Q2 2026.
  • WCG Wealth Advisors sold 1,452 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $77.7K.
  • JPMorgan Active Bond ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #408 holding.
  • WCG Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • WCG Wealth Advisors's JPMorgan Active Bond ETF position peaked at $1.09M in Q1 2026.
  • 328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.