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Peterson Wealth Buys $32 Million of JPMorgan Active Bond ETF, According to Recent SEC Filing

The Motley Fool Logo The Motley Fool By Eric Trie
Peterson Wealth Buys $32 Million of JPMorgan Active Bond ETF, According to Recent SEC Filing

Peterson Wealth Advisors increased its position in JPMorgan Active Bond ETF (JBND) by 596,642 shares worth approximately $32.37 million in Q4 2025, bringing its total stake to $47.49 million or 6.33% of reportable AUM. The purchase reflects the firm's preference for actively managed fixed income exposure to navigate uncertain rate environments and maintain steady income with lower volatility.

Insights
JBND   positive

Significant institutional investment of $32 million by Peterson Wealth signals confidence in the ETF's active management approach. The purchase demonstrates investor preference for flexibility in bond allocation during uncertain rate environments, and the ETF's 4.44% dividend yield and 8.68% 1-year return support its appeal as a reliable income-generating core holding.