Baird Financial Group
JBND icon

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

Baird 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
Q1 		$6.9M Buy
128,244
+1,956
+2% +$106K 0.01% 648
2025
Q4 		$6.83M Buy
126,288
+9,501
+8% +$516K 0.01% 649
2025
Q3 		$6.33M Buy
116,787
+4,060
+4% +$218K 0.01% 670
2025
Q2 		$6.04M Buy
112,727
+1,886
+2% +$99.9K 0.01% 660
2025
Q1 		$5.93M Sell
110,841
-3,827
-3% -$202K 0.01% 632
2024
Q4 		$5.99M Buy
114,668
+12,789
+13% +$679K 0.01% 625
2024
Q3 		$5.57M Buy
101,879
+82,570
+428% +$4.44M 0.01% 646
2024
Q2 		$1.01M Buy
+19,309
New +$1M ﹤0.01% 1169

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group's JBND Position: Q1 2026 in Review

Baird Financial Group increased its JPMorgan Active Bond ETF (JBND) stake by 1.5% in Q1 2026, buying an estimated $106K and bringing the position to 128,244 shares worth $6.9M. The position accounts for 0.01% of the portfolio, ranked #648.

Baird Financial Group first reported a position in JBND in Q2 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Baird Financial Group held 128,244 shares of JPMorgan Active Bond ETF worth $6.9M as of Q1 2026.
  • Baird Financial Group bought 1,956 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $106K.
  • JPMorgan Active Bond ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #648 holding.
  • Baird Financial Group first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.