WESPAC Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

WESPAC 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	$4.8M	Buy	89,733 +40,542	+82%	+$2.17M	2.34%	6
2026 Q1	$2.65M	Sell	49,191 -80,286	-62%	-$4.35M	1.45%	13
2025 Q4	$7M	Buy	129,477 +37,081	+40%	+$2.01M	3.8%	2
2025 Q3	$5M	Buy	92,396 +40,634	+79%	+$2.18M	2.92%	2
2025 Q2	$2.77M	Buy	51,762 +46,646	+912%	+$2.47M	1.94%	6
2025 Q1	$274K	Buy	+5,116	New	+$270K	0.22%	132

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WESPAC Advisors's JBND Position: Q2 2026 in Review

WESPAC Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 82% in Q2 2026, buying an estimated $2.17M and bringing the position to 89,733 shares worth $4.8M. The position accounts for 2.34% of the portfolio, ranked #6.

WESPAC Advisors first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $7M in Q4 2025. 224 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

WESPAC Advisors held 89,733 shares of JPMorgan Active Bond ETF worth $4.8M as of Q2 2026.
WESPAC Advisors bought 40,542 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.17M.
JPMorgan Active Bond ETF made up 2.34% of WESPAC Advisors's portfolio in Q2 2026, its #6 holding.
WESPAC Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
WESPAC Advisors's JPMorgan Active Bond ETF position peaked at $7M in Q4 2025.
224 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.