Western Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

Western Wealth Management’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	$6.76M	Buy	126,420 +75,987	+151%	+$4.07M	0.22%	93
2026 Q1	$2.71M	Buy	50,433 +2,555	+5%	+$138K	0.1%	218
2025 Q4	$2.59M	Buy	47,878 +7,538	+19%	+$409K	0.12%	176
2025 Q3	$2.18M	Buy	40,340 +265	+0.7%	+$14.2K	0.12%	169
2025 Q2	$2.15M	Buy	40,075 +4,844	+14%	+$257K	0.13%	157
2025 Q1	$1.89M	Buy	35,231 +24,929	+242%	+$1.32M	0.12%	163
2024 Q4	$538K	Buy	10,302 +4,104	+66%	+$218K	0.03%	439
2024 Q3	$339K	Buy	+6,198	New	+$333K	0.02%	563

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

Western Wealth Management's JBND Position: Q2 2026 in Review

Western Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 151% in Q2 2026, buying an estimated $4.07M and bringing the position to 126,420 shares worth $6.76M. The position accounts for 0.22% of the portfolio, ranked #93.

Western Wealth Management first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Western Wealth Management held 126,420 shares of JPMorgan Active Bond ETF worth $6.76M as of Q2 2026.
Western Wealth Management bought 75,987 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $4.07M.
JPMorgan Active Bond ETF made up 0.22% of Western Wealth Management's portfolio in Q2 2026, its #93 holding.
Western Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

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