Capital Investment Advisory Services’s JPMorgan Active Bond ETF JBND Stock Holding History

Capital Investment Advisory Services’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	$19M	Sell	355,627 -25,220	-7%	-$1.35M	1.17%	11
2026 Q1	$20.5M	Buy	380,847 +22,942	+6%	+$1.24M	1.49%	8
2025 Q4	$19.4M	Buy	357,905 +16,243	+5%	+$881K	1.37%	8
2025 Q3	$18.5M	Buy	341,662 +25,495	+8%	+$1.37M	1.47%	7
2025 Q2	$16.9M	Buy	316,167 +3,593	+1%	+$190K	1.39%	8
2025 Q1	$16.7M	Buy	312,574 +9,046	+3%	+$478K	1.5%	7
2024 Q4	$15.9M	Buy	303,528 +655	+0.2%	+$34.8K	1.53%	7
2024 Q3	$16.6M	Buy	302,873 +116,738	+63%	+$6.27M	1.57%	6
2024 Q2	$9.73M	Buy	186,135 +141,855	+320%	+$7.35M	1%	20
2024 Q1	$2.33M	Buy	+44,280	New	+$2.32M	0.25%	94

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

Capital Investment Advisory Services's JBND Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its JPMorgan Active Bond ETF (JBND) stake by 6.6% in Q2 2026, selling an estimated $1.35M and leaving 355,627 shares worth $19M. The position accounts for 1.17% of the portfolio, ranked #11.

Capital Investment Advisory Services first reported a position in JBND in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.5M in Q1 2026. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Capital Investment Advisory Services held 355,627 shares of JPMorgan Active Bond ETF worth $19M as of Q2 2026.
Capital Investment Advisory Services sold 25,220 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.35M.
JPMorgan Active Bond ETF made up 1.17% of Capital Investment Advisory Services's portfolio in Q2 2026, its #11 holding.
Capital Investment Advisory Services first reported a position in JPMorgan Active Bond ETF in Q1 2024 and has held it in 10 quarters since.
Capital Investment Advisory Services's JPMorgan Active Bond ETF position peaked at $20.5M in Q1 2026.
327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.