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Balentine LLC’s JPMorgan Active Bond ETF JBND Stock Holding History

Balentine LLC’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 		$77.5K Sell
1,442
-9,929
-87% -$538K ﹤0.01% 193
2025
Q4 		$615K Sell
11,371
-2,141
-16% -$116K 0.02% 111
2025
Q3 		$732K Buy
+13,512
New +$725K 0.03% 96

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 $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Balentine LLC's JBND Position: Q1 2026 in Review

Balentine LLC reduced its JPMorgan Active Bond ETF (JBND) stake by 87% in Q1 2026, selling an estimated $538K and leaving 1,442 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Balentine LLC first reported a position in JBND in Q3 2025 and has held it in 3 quarters since. The position peaked at $732K in Q3 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Balentine LLC held 1,442 shares of JPMorgan Active Bond ETF worth $77.5K as of Q1 2026.
  • Balentine LLC sold 9,929 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $538K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Balentine LLC's portfolio in Q1 2026, its #193 holding.
  • Balentine LLC first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Balentine LLC's JPMorgan Active Bond ETF position peaked at $732K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Balentine LLC's 13F filing for Q1 2026, filed 24 Apr 2026.