Atria Investments’s JPMorgan Active Bond ETF JBND Stock Holding History

Atria Investments’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	$2.07M	Sell	38,624 -27,398	-41%	-$1.47M	0.02%	738
2026 Q1	$3.55M	Sell	66,022 -950	-1%	-$51.4K	0.04%	480
2025 Q4	$3.62M	Sell	66,972 -7,521	-10%	-$408K	0.04%	487
2025 Q3	$4.03M	Buy	74,493 +11,024	+17%	+$591K	0.05%	460
2025 Q2	$3.4M	Buy	+63,469	New	+$3.36M	0.04%	529

Other funds holding JBND

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Investments's JBND Position: Q2 2026 in Review

Atria Investments reduced its JPMorgan Active Bond ETF (JBND) stake by 41% in Q2 2026, selling an estimated $1.47M and leaving 38,624 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #738.

Atria Investments first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q3 2025. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Atria Investments held 38,624 shares of JPMorgan Active Bond ETF worth $2.07M as of Q2 2026.
Atria Investments sold 27,398 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.47M.
JPMorgan Active Bond ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #738 holding.
Atria Investments first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
Atria Investments's JPMorgan Active Bond ETF position peaked at $4.03M in Q3 2025.
328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.