Wealth Manager Turns to JBND, According to Recent SEC Filing

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.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool