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