BFG
JBND icon

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

Bleakley 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
Q2 		$1.46M Sell
27,349
-32,450
-54% -$1.74M 0.02% 559
2026
Q1 		$3.22M Buy
59,799
+3,125
+6% +$169K 0.05% 282
2025
Q4 		$3.06M Buy
56,674
+868
+2% +$47.1K 0.05% 276
2025
Q3 		$3.02M Buy
55,806
+26,264
+89% +$1.41M 0.07% 230
2025
Q2 		$1.58M Buy
+29,542
New +$1.56M 0.04% 309

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 $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bleakley Financial Group's JBND Position: Q2 2026 in Review

Bleakley Financial Group reduced its JPMorgan Active Bond ETF (JBND) stake by 54% in Q2 2026, selling an estimated $1.74M and leaving 27,349 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #559.

Bleakley Financial Group first reported a position in JBND in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q1 2026. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Bleakley Financial Group held 27,349 shares of JPMorgan Active Bond ETF worth $1.46M as of Q2 2026.
  • Bleakley Financial Group sold 32,450 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.74M.
  • JPMorgan Active Bond ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #559 holding.
  • Bleakley Financial Group first reported a position in JPMorgan Active Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Bleakley Financial Group's JPMorgan Active Bond ETF position peaked at $3.22M in Q1 2026.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.