SEC 13F Intelligence

Northwest Financial Advisors / JBND

Northwest Financial Advisors’s J P Morgan Exchange Traded F Position

Does Northwest Financial Advisors own J P Morgan Exchange Traded F (JBND)? Yes — 11.3K shares worth $609,382 (+1.18% of its 13F portfolio) as of Q1 2026, down from 42.4K shares the prior filed quarter.

Position Value
$609,382
Q1 2026
Shares
11.3K
% of Portfolio
+1.18%
Quarters Held
7
currently held

Position History JBND

Reported value by quarter
Q2 ’24: $545,020Q2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q1 ’26: $609,382Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.3K$609,382+1.18%
Q3 202542.4K$2M+2.95%
Q2 202541.9K$2M+3.13%
Q1 202540.5K$2M+1.80%
Q4 202430.1K$2M+1.30%
Q3 202419.9K$1M+0.87%
Q2 202410.4K$545,020+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of JBND.