CAPTRUST Financial Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

CAPTRUST Financial Advisors’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	$325M	Buy	6,077,220 +936,066	+18%	+$50.1M	0.5%	37
2026 Q1	$276M	Buy	5,141,154 +518,076	+11%	+$28.1M	0.48%	36
2025 Q4	$250M	Buy	4,623,078 +441,209	+11%	+$23.9M	0.48%	39
2025 Q3	$226M	Buy	+4,181,869	New	+$224M	0.46%	39

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAPTRUST Financial Advisors's JBND Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 18% in Q2 2026, buying an estimated $50.1M and bringing the position to 6,077,220 shares worth $325M. The position accounts for 0.5% of the portfolio, ranked #37.

CAPTRUST Financial Advisors first reported a position in JBND in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

CAPTRUST Financial Advisors held 6,077,220 shares of JPMorgan Active Bond ETF worth $325M as of Q2 2026.
CAPTRUST Financial Advisors bought 936,066 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $50.1M.
JPMorgan Active Bond ETF made up 0.5% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #37 holding.
CAPTRUST Financial Advisors first reported a position in JPMorgan Active Bond ETF in Q3 2025 and has held it in 4 quarters since.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.