Yarger Wealth Strategies’s JPMorgan Active Bond ETF JBND Stock Holding History

Yarger Wealth Strategies’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	$5.7M	Sell	107,548 -15,919	-13%	-$852K	2.05%	15
2026 Q1	$6.64M	Sell	123,467 -97,111	-44%	-$5.26M	2.67%	9
2025 Q4	$11.9M	Buy	220,578 +126,795	+135%	+$6.88M	5.13%	3
2025 Q3	$5.08M	Buy	93,783 +1,278	+1%	+$68.5K	2.33%	14
2025 Q2	$4.96M	Sell	92,505 -5,850	-6%	-$310K	2.59%	12
2025 Q1	$5.26M	Sell	98,355 -5,046	-5%	-$266K	3.07%	10
2024 Q4	$5.4M	Sell	103,401 -48,635	-32%	-$2.58M	3.12%	10
2024 Q3	$8.31M	Buy	152,036 +23,459	+18%	+$1.26M	4.6%	6
2024 Q2	$6.72M	Buy	128,577 +61,030	+90%	+$3.16M	4.04%	7
2024 Q1	$3.55M	Buy	67,547 +35,105	+108%	+$1.84M	2.42%	13
2023 Q4	$1.72M	Buy	+32,442	New	+$1.65M	1.39%	21

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

Yarger Wealth Strategies's JBND Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its JPMorgan Active Bond ETF (JBND) stake by 13% in Q2 2026, selling an estimated $852K and leaving 107,548 shares worth $5.7M. The position accounts for 2.05% of the portfolio, ranked #15.

Yarger Wealth Strategies first reported a position in JBND in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Yarger Wealth Strategies held 107,548 shares of JPMorgan Active Bond ETF worth $5.7M as of Q2 2026.
Yarger Wealth Strategies sold 15,919 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $852K.
JPMorgan Active Bond ETF made up 2.05% of Yarger Wealth Strategies's portfolio in Q2 2026, its #15 holding.
Yarger Wealth Strategies first reported a position in JPMorgan Active Bond ETF in Q4 2023 and has held it in 11 quarters since.
Yarger Wealth Strategies's JPMorgan Active Bond ETF position peaked at $11.9M in Q4 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.