Bank of Montreal
JBND icon

Bank of Montreal’s JPMorgan Active Bond ETF JBND Stock Holding History

Bank of Montreal’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 		$632K Buy
11,756
+4,121
+54% +$223K ﹤0.01% 2282
2025
Q4 		$415K Buy
+7,635
New +$414K ﹤0.01% 2404
2024
Q3 		– Sell
-2,890
Closed -$152K – 4051
2024
Q2 		$152K Buy
+2,890
New +$150K ﹤0.01% 3111

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 $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 $424B AUM 22.96% 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

Bank of Montreal's JBND Position: Q1 2026 in Review

Bank of Montreal increased its JPMorgan Active Bond ETF (JBND) stake by 54% in Q1 2026, buying an estimated $223K and bringing the position to 11,756 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Bank of Montreal first reported a position in JBND in Q2 2024 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Bank of Montreal held 11,756 shares of JPMorgan Active Bond ETF worth $632K as of Q1 2026.
  • Bank of Montreal bought 4,121 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $223K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2282 holding.
  • Bank of Montreal first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.