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Atria Wealth Solutions’s JPMorgan Active Bond ETF JBND Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-10,837
Closed -$580K – 1704
2025
Q1 		$580K Buy
+10,837
New +$572K 0.01% 1133

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Atria Wealth Solutions's JBND Position: Q2 2025 in Review

Atria Wealth Solutions sold out of JPMorgan Active Bond ETF (JBND) in Q2 2025, closing a stake of 10,837 shares — an estimated $580K sold.

Atria Wealth Solutions first reported a position in JBND in Q1 2025 and held it in 1 quarter. The position peaked at $580K in Q1 2025. 174 funds tracked by Wall St. Rank hold JBND as of Q2 2025.

  • Atria Wealth Solutions reported no remaining JPMorgan Active Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,837 JPMorgan Active Bond ETF shares in Q2 2025, an estimated $580K.
  • Atria Wealth Solutions first reported a position in JPMorgan Active Bond ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's JPMorgan Active Bond ETF position peaked at $580K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.