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Atomi Financial Group’s JPMorgan Active Bond ETF JBND Stock Holding History

Atomi Financial 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 		– Sell
-7,427
Closed -$399K – 1302
2026
Q1 		$399K Buy
+7,427
New +$402K 0.01% 806
2025
Q3 		– Sell
-5,468
Closed -$293K – 1200
2025
Q2 		$293K Buy
+5,468
New +$290K 0.01% 832

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

Atomi Financial Group's JBND Position: Q2 2026 in Review

Atomi Financial Group sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 7,427 shares — an estimated $399K sold.

Atomi Financial Group first reported a position in JBND in Q2 2025 and held it in 2 quarters. The position peaked at $399K in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Atomi Financial Group reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 7,427 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $399K.
  • Atomi Financial Group first reported a position in JPMorgan Active Bond ETF in Q2 2025 and held it in 2 quarters.
  • Atomi Financial Group's JPMorgan Active Bond ETF position peaked at $399K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.