XY Planning Network’s JPMorgan Active Bond ETF JBND Stock Holding History

XY Planning Network’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	$405K	Buy	+7,578	New	+$405K	0.05%	233

Other funds holding JBND

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

XY Planning Network's JBND Position: Q2 2026 in Review

XY Planning Network opened a new position in JPMorgan Active Bond ETF (JBND) in Q2 2026: 7,578 shares worth $405K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings.

106 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

XY Planning Network held 7,578 shares of JPMorgan Active Bond ETF worth $405K as of Q2 2026.
JPMorgan Active Bond ETF was a new XY Planning Network position in Q2 2026.
JPMorgan Active Bond ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #233 holding.
106 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.