Wealth Enhancement Advisory Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Wealth Enhancement Advisory Services’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	$8.06M	Buy	151,955 +16,007	+12%	+$856K	0.01%	772
2026 Q1	$7.29M	Sell	135,948 -232,679	-63%	-$12.6M	0.01%	719
2025 Q4	$19.9M	Sell	368,627 -17,675	-5%	-$959K	0.03%	481
2025 Q3	$20.9M	Sell	386,302 -25,761	-6%	-$1.38M	0.03%	443
2025 Q2	$21.9M	Buy	412,063 +137,404	+50%	+$7.28M	0.04%	398
2025 Q1	$14.7M	Sell	274,659 -22,333	-8%	-$1.18M	0.03%	488
2024 Q4	$15.5M	Buy	296,992 +270,073	+1,003%	+$14.3M	0.03%	435
2024 Q3	$1.47M	Buy	+26,919	New	+$1.45M	﹤0.01%	1203

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

Wealth Enhancement Advisory Services's JBND Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Active Bond ETF (JBND) stake by 12% in Q2 2026, buying an estimated $856K and bringing the position to 151,955 shares worth $8.06M. The position accounts for 0.01% of the portfolio, ranked #772.

Wealth Enhancement Advisory Services first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.9M in Q2 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Wealth Enhancement Advisory Services held 151,955 shares of JPMorgan Active Bond ETF worth $8.06M as of Q2 2026.
Wealth Enhancement Advisory Services bought 16,007 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $856K.
JPMorgan Active Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #772 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Active Bond ETF position peaked at $21.9M in Q2 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.