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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
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 0.04% 365
2024
Q3 		$339K Buy
+6,198
New +$333K 0.02% 563

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

Western Wealth Management's JBND Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Active Bond ETF (JBND) stake by 5.3% in Q1 2026, buying an estimated $138K and bringing the position to 50,433 shares worth $2.71M. The position accounts for 0.1% of the portfolio, ranked #218.

Western Wealth Management first reported a position in JBND in Q3 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Western Wealth Management held 50,433 shares of JPMorgan Active Bond ETF worth $2.71M as of Q1 2026.
  • Western Wealth Management bought 2,555 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $138K.
  • JPMorgan Active Bond ETF made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Western Wealth Management first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.