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BOLTON SECURITIES CORPORATION’s JPMorgan Active Bond ETF JBND Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$128K Sell
2,495
-101
-4% -$5.3K ﹤0.01% 1052
2026
Q2 		$139K Sell
2,596
-1,496
-37% -$80K 0.01% 1021
2026
Q1 		$220K Buy
+4,092
New +$222K 0.01% 783
2025
Q3 		$185K Buy
+3,425
New +$184K 0.01% 763
2025
Q1 		$150K Buy
+2,800
New +$148K 0.01% 758

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JBND Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its JPMorgan Active Bond ETF (JBND) stake by 3.9% in Q3 2026, selling an estimated $5.3K and leaving 2,495 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

BOLTON SECURITIES CORPORATION first reported a position in JBND in Q1 2025 and has held it in 5 quarters since. The position peaked at $220K in Q1 2026. 254 funds tracked by Wall St. Rank hold JBND as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,495 shares of JPMorgan Active Bond ETF worth $128K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 101 JPMorgan Active Bond ETF shares in Q3 2026, an estimated $5.3K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1052 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's JPMorgan Active Bond ETF position peaked at $220K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.