WNY Asset Management’s JPMorgan Active Bond ETF JBND Stock Holding History

WNY Asset 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	$329K	Buy	6,154 +1,461	+31%	+$78.2K	0.03%	203
2026 Q1	$252K	Buy	+4,693	New	+$254K	0.03%	221

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

WNY Asset Management's JBND Position: Q2 2026 in Review

WNY Asset Management increased its JPMorgan Active Bond ETF (JBND) stake by 31% in Q2 2026, buying an estimated $78.2K and bringing the position to 6,154 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #203.

WNY Asset Management first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

WNY Asset Management held 6,154 shares of JPMorgan Active Bond ETF worth $329K as of Q2 2026.
WNY Asset Management bought 1,461 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $78.2K.
JPMorgan Active Bond ETF made up 0.03% of WNY Asset Management's portfolio in Q2 2026, its #203 holding.
WNY Asset Management first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.