CAL
JBND icon

Capital Analysts LLC’s JPMorgan Active Bond ETF JBND Stock Holding History

Capital Analysts 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
Q2 		$223K Buy
4,176
+3,653
+698% +$195K 0.01% 669
2026
Q1 		$28K Buy
523
+417
+393% +$22.6K ﹤0.01% 1055
2025
Q4 		$6K Buy
+106
New +$5.75K ﹤0.01% 1321

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

Capital Analysts LLC's JBND Position: Q2 2026 in Review

Capital Analysts LLC increased its JPMorgan Active Bond ETF (JBND) stake by 698% in Q2 2026, buying an estimated $195K and bringing the position to 4,176 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #669.

Capital Analysts LLC first reported a position in JBND in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Capital Analysts LLC held 4,176 shares of JPMorgan Active Bond ETF worth $223K as of Q2 2026.
  • Capital Analysts LLC bought 3,653 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $195K.
  • JPMorgan Active Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #669 holding.
  • Capital Analysts LLC first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.