Wealth Manager Turns to JBND, According to Recent SEC Filing

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Jake Lerch, The Motley Fool

Wed, January 21, 2026 astatine 11:44 AM CST 4 min read

Purchased 169,022 shares of JBND; estimated transaction worth of $9.17 cardinal based connected quarterly mean price
Quarter-end presumption worth accrued by $9.14 million, reflecting some trading enactment and terms movement
Post-trade holdings: 178,190 shares valued astatine $9.63 million
JBND present accounts for 1.31% of money AUM, which places it extracurricular the fund's apical 5 holdings
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On January 20, 2026, Capital Advisors Wealth Management, LLC disclosed a bargain of J.P. Morgan Active Bond ETF (NYSE:JBND), adding 169,022 shares successful an estimated $9.17 cardinal commercialized based connected quarterly mean pricing.

According to a SEC filing dated January 20, 2026, Capital Advisors Wealth Management, LLC accrued its presumption successful J.P. Morgan Active Bond ETF by 169,022 shares during the 4th quarter. The estimated worth of this bargain was $9.17 million, calculated utilizing the mean closing terms for the quarter. The position’s end-of-quarter worth roseate by $9.14 million, incorporating some stock purchases and terms appreciation.

This was a buy, taking the JBND involvement to 1.31% of the fund's 13F assets nether management.

Top holdings aft the filing:

NYSEMKT:FNDF: $48.51 cardinal (6.6% of AUM)
NYSEMKT:VIG: $45.40 cardinal (6.2% of AUM)
NYSEMKT:IVV: $42.48 cardinal (5.8% of AUM)
NYSEMKT:IWF: $39.67 cardinal (5.4% of AUM)
NASDAQ:VCIT: $32.61 cardinal (4.4% of AUM)

As of January 20, 2026, shares were priced astatine $53.87, up 7.4% implicit the past year, lagging the S&P 500 by 5.7 percent points.

Dividend output stood astatine 4.5%; shares were 3.4% beneath their 52-week high.

Metric

Value

AUM	$5.9 billion
Price (as of marketplace adjacent January 20, 2026)	$53.87
Dividend yield	4.5%
1-year full return	7.4%

Actively managed ETF seeking to outperform the Bloomberg U.S. Aggregate Bond Index implicit a 3 to 5 twelvemonth marketplace cycle, chiefly done diversified enslaved investments.
Portfolio is composed of astatine slightest 80% bonds, with holdings diversified crossed assorted fixed income securities to negociate hazard and seizure output opportunities.
Structured arsenic an ETF.

J.P. Morgan Active Bond ETF is simply a large-scale, actively managed fixed income fund. The ETF employs a flexible enslaved strategy, aiming to outperform its benchmark by leveraging the expertise of J.P. Morgan’s concern squad and dynamic portfolio management. Its competitory borderline lies successful its progressive attack and diversified enslaved exposure, targeting some income and full instrumentality for investors seeking halfway fixed income allocation.

Capital Advisors, an autarkic wealthiness absorption steadfast based retired of Yakima, Washington, precocious acquired astir 169,000 shares of J.P. Morgan Active Bond ETF (JBND). Here’s what investors request to know.