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Westmount Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Westmount Partners’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 		– Sell
-11,000
Closed -$591K – 290
2026
Q1 		$591K Buy
+11,000
New +$596K 0.15% 123

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CAPTRUST Financial Advisors
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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
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Janney Montgomery Scott
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Westmount Partners's JBND Position: Q2 2026 in Review

Westmount Partners sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 11,000 shares — an estimated $591K sold.

Westmount Partners first reported a position in JBND in Q1 2026 and held it in 1 quarter. The position peaked at $591K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Westmount Partners reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Westmount Partners sold 11,000 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $591K.
  • Westmount Partners first reported a position in JPMorgan Active Bond ETF in Q1 2026 and held it in 1 quarter.
  • Westmount Partners's JPMorgan Active Bond ETF position peaked at $591K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.