Beckerman Institutional’s JPMorgan Active Bond ETF JBND Stock Holding History

Beckerman Institutional’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	$498K	Buy	9,314 +3	+0%	+$160	0.24%	87
2026 Q1	$501K	Buy	9,311 +3	+0%	+$162	0.27%	81
2025 Q4	$503K	Buy	9,308 +5,071	+120%	+$275K	0.28%	78
2025 Q3	$229K	Buy	4,237 +3	+0.1%	+$161	0.14%	108
2025 Q2	$227K	Buy	4,234 +3	+0.1%	+$159	0.15%	100
2025 Q1	$226K	Buy	4,231 +3	+0.1%	+$158	0.16%	97
2024 Q4	$221K	Buy	4,228 +3	+0.1%	+$159	0.18%	94
2024 Q3	$231K	Buy	+4,225	New	+$227K	0.19%	90

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 22.96% 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

Beckerman Institutional's JBND Position: Q2 2026 in Review

Beckerman Institutional increased its JPMorgan Active Bond ETF (JBND) stake by 0.03% in Q2 2026, buying an estimated $160 and bringing the position to 9,314 shares worth $498K. The position accounts for 0.24% of the portfolio, ranked #87.

Beckerman Institutional first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $503K in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Beckerman Institutional held 9,314 shares of JPMorgan Active Bond ETF worth $498K as of Q2 2026.
Beckerman Institutional bought 3 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $160.
JPMorgan Active Bond ETF made up 0.24% of Beckerman Institutional's portfolio in Q2 2026, its #87 holding.
Beckerman Institutional first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's JPMorgan Active Bond ETF position peaked at $503K in Q4 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.