AF
JBND icon

Allworth Financial’s JPMorgan Active Bond ETF JBND Stock Holding History

Allworth Financial’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 		$487M Buy
9,101,672
+2,971,765
+48% +$159M 2.07% 8
2026
Q1 		$330M Buy
6,129,907
+128,554
+2% +$6.96M 1.34% 11
2025
Q4 		$324M Buy
+6,001,353
New +$326M 1.33% 11

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allworth Financial's JBND Position: Q2 2026 in Review

Allworth Financial increased its JPMorgan Active Bond ETF (JBND) stake by 48% in Q2 2026, buying an estimated $159M and bringing the position to 9,101,672 shares worth $487M. The position accounts for 2.07% of the portfolio, ranked #8.

Allworth Financial first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Allworth Financial held 9,101,672 shares of JPMorgan Active Bond ETF worth $487M as of Q2 2026.
  • Allworth Financial bought 2,971,765 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $159M.
  • JPMorgan Active Bond ETF made up 2.07% of Allworth Financial's portfolio in Q2 2026, its #8 holding.
  • Allworth Financial first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.