Purchased 169,022 shares of JBND; estimated transaction value of $9.17 million based on quarterly average price
Quarter-end position value increased by $9.14 million, reflecting both trading activity and price movement
Post-trade holdings: 178,190 shares valued at $9.63 million
JBND now accounts for 1.31% of fund AUM, which places it outside the fund’s top five holdings
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On January 20, 2026, Capital Advisors Wealth Management, LLC disclosed a buy of J.P. Morgan Active Bond ETF (NYSE:JBND), adding 169,022 shares in an estimated $9.17 million trade based on quarterly average pricing.
According to a SEC filing dated January 20, 2026, Capital Advisors Wealth Management, LLC increased its position in J.P. Morgan Active Bond ETF by 169,022 shares during the fourth quarter. The estimated value of this buy was $9.17 million, calculated using the average closing price for the quarter. The position’s end-of-quarter value rose by $9.14 million, incorporating both share purchases and price appreciation.
This was a buy, taking the JBND stake to 1.31% of the fund’s 13F assets under management.
Top holdings after the filing:
NYSEMKT:FNDF: $48.51 million (6.6% of AUM)
NYSEMKT:VIG: $45.40 million (6.2% of AUM)
NYSEMKT:IVV: $42.48 million (5.8% of AUM)
NYSEMKT:IWF: $39.67 million (5.4% of AUM)
NASDAQ:VCIT: $32.61 million (4.4% of AUM)
As of January 20, 2026, shares were priced at $53.87, up 7.4% over the past year, lagging the S&P 500 by 5.7 percentage points.
Dividend yield stood at 4.5%; shares were 3.4% below their 52-week high.
Metric | Value |
|---|---|
AUM | $5.9 billion |
Price (as of market close January 20, 2026) | $53.87 |
Dividend yield | 4.5% |
1-year total return | 7.4% |
Actively managed ETF seeking to outperform the Bloomberg U.S. Aggregate Bond Index over a three to five year market cycle, primarily through diversified bond investments.
Portfolio is composed of at least 80% bonds, with holdings diversified across various fixed income securities to manage risk and capture yield opportunities.
Structured as an ETF.
J.P. Morgan Active Bond ETF is a large-scale, actively managed fixed income fund. The ETF employs a flexible bond strategy, aiming to outperform its benchmark by leveraging the expertise of J.P. Morgan’s investment team and dynamic portfolio management. Its competitive edge lies in its active approach and diversified bond exposure, targeting both income and total return for investors seeking core fixed income allocation.
Capital Advisors, an independent wealth management firm based out of Yakima, Washington, recently acquired approximately 169,000 shares of J.P. Morgan Active Bond ETF (JBND). Here’s what investors need to know.
