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AE Wealth Management’s JPMorgan Active Bond ETF JBND Stock Holding History

AE Wealth Management’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87M Sell
53,681
-42,984
-44% -$2.3M 0.01% 563
2026
Q1 		$5.2M Buy
96,665
+12,874
+15% +$697K 0.03% 411
2025
Q4 		$4.53M Buy
83,791
+31,742
+61% +$1.72M 0.03% 412
2025
Q3 		$2.82M Buy
52,049
+40,828
+364% +$2.19M 0.02% 479
2025
Q2 		$601K Buy
+11,221
New +$594K ﹤0.01% 862

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AE Wealth Management's JBND Position: Q2 2026 in Review

AE Wealth Management reduced its JPMorgan Active Bond ETF (JBND) stake by 44% in Q2 2026, selling an estimated $2.3M and leaving 53,681 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #563.

AE Wealth Management first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.2M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • AE Wealth Management held 53,681 shares of JPMorgan Active Bond ETF worth $2.87M as of Q2 2026.
  • AE Wealth Management sold 42,984 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $2.3M.
  • JPMorgan Active Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #563 holding.
  • AE Wealth Management first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • AE Wealth Management's JPMorgan Active Bond ETF position peaked at $5.2M in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.