William B. Walkup & Associates’s JPMorgan Active Bond ETF JBND Stock Holding History

William B. Walkup & Associates’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	$10.8K	Buy	+201	New	+$10.8K	0.01%	138
2026 Q1	–	Sell	-201	Closed	-$10.9K	–	168
2025 Q4	$10.9K	Buy	+201	New	+$10.9K	0.01%	136

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

William B. Walkup & Associates's JBND Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 201 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: William B. Walkup & Associates previously reported a position in JBND as recently as Q4 2025.

William B. Walkup & Associates first reported a position in JBND in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.9K in Q4 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

William B. Walkup & Associates held 201 shares of JPMorgan Active Bond ETF worth $10.8K as of Q2 2026.
JPMorgan Active Bond ETF was a new William B. Walkup & Associates position in Q2 2026.
JPMorgan Active Bond ETF made up 0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #138 holding.
William B. Walkup & Associates first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 2 quarters since.
William B. Walkup & Associates's JPMorgan Active Bond ETF position peaked at $10.9K in Q4 2025.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.