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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
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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WCG Wealth Advisors's JBND Position: Q1 2026 in Review

WCG Wealth Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 0.91% in Q1 2026, buying an estimated $9.86K and bringing the position to 20,256 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #367.

WCG Wealth Advisors first reported a position in JBND in Q3 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • WCG Wealth Advisors held 20,256 shares of JPMorgan Active Bond ETF worth $1.09M as of Q1 2026.
  • WCG Wealth Advisors bought 182 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $9.86K.
  • JPMorgan Active Bond ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #367 holding.
  • WCG Wealth Advisors first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.