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 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 $376B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return