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Blue Trust Inc’s JPMorgan Active Bond ETF JBND Stock Holding History

Blue Trust Inc’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 		– Sell
-19,509
Closed -$1.05M – 2561
2026
Q1 		$1.05M Buy
19,509
+196
+1% +$10.6K 0.01% 280
2025
Q4 		$1.04M Buy
19,313
+223
+1% +$12.1K 0.01% 280
2025
Q3 		$1.03M Sell
19,090
-628
-3% -$33.7K 0.01% 288
2025
Q2 		$1.06M Buy
19,718
+5,883
+43% +$312K 0.01% 260
2025
Q1 		$740K Buy
13,835
+10,835
+361% +$572K 0.01% 314
2024
Q4 		$157K Buy
+3,000
New +$159K ﹤0.01% 737

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 22.9% 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

Blue Trust Inc's JBND Position: Q2 2026 in Review

Blue Trust Inc sold out of JPMorgan Active Bond ETF (JBND) in Q2 2026, closing a stake of 19,509 shares — an estimated $1.05M sold.

Blue Trust Inc first reported a position in JBND in Q4 2024 and held it in 6 quarters. The position peaked at $1.06M in Q2 2025. 328 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Blue Trust Inc reported no remaining JPMorgan Active Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 19,509 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.05M.
  • Blue Trust Inc first reported a position in JPMorgan Active Bond ETF in Q4 2024 and held it in 6 quarters.
  • Blue Trust Inc's JPMorgan Active Bond ETF position peaked at $1.06M in Q2 2025.
  • 328 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.