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Ascent Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Ascent Group’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 		$3.3M Sell
61,748
-6,961
-10% -$372K 0.1% 186
2026
Q1 		$3.69M Buy
68,709
+9,066
+15% +$491K 0.13% 156
2025
Q4 		$3.22M Buy
59,643
+8,509
+17% +$462K 0.11% 180
2025
Q3 		$2.77M Buy
51,134
+33,754
+194% +$1.81M 0.1% 197
2025
Q2 		$931K Buy
17,380
+1,585
+10% +$83.9K 0.04% 347
2025
Q1 		$845K Buy
15,795
+7,268
+85% +$384K 0.04% 354
2024
Q4 		$446K Buy
+8,527
New +$453K 0.03% 396

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

Ascent Group's JBND Position: Q2 2026 in Review

Ascent Group reduced its JPMorgan Active Bond ETF (JBND) stake by 10% in Q2 2026, selling an estimated $372K and leaving 61,748 shares worth $3.3M. The position accounts for 0.1% of the portfolio, ranked #186.

Ascent Group first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Ascent Group held 61,748 shares of JPMorgan Active Bond ETF worth $3.3M as of Q2 2026.
  • Ascent Group sold 6,961 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $372K.
  • JPMorgan Active Bond ETF made up 0.1% of Ascent Group's portfolio in Q2 2026, its #186 holding.
  • Ascent Group first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Ascent Group's JPMorgan Active Bond ETF position peaked at $3.69M in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.