Cary Street Partners Investment Advisory’s JPMorgan Active Bond ETF JBND Stock Holding History

Cary Street Partners Investment Advisory’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	$1.63M	Buy	30,545 +13,363	+78%	+$715K	0.33%	77
2026 Q1	$924K	Buy	17,182 +1,624	+10%	+$87.9K	0.24%	102
2025 Q4	$841K	Buy	15,558 +12,358	+386%	+$671K	0.23%	112
2025 Q3	$173K	Sell	3,200 -306	-9%	-$16.4K	0.07%	293
2025 Q2	$188K	Sell	3,506 -1,153	-25%	-$61.1K	0.09%	258
2025 Q1	$249K	Sell	4,659 -273	-6%	-$14.4K	0.14%	176
2024 Q4	$258K	Buy	+4,932	New	+$262K	0.17%	137

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's JBND Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its JPMorgan Active Bond ETF (JBND) stake by 78% in Q2 2026, buying an estimated $715K and bringing the position to 30,545 shares worth $1.63M. The position accounts for 0.33% of the portfolio, ranked #77.

Cary Street Partners Investment Advisory first reported a position in JBND in Q4 2024 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Cary Street Partners Investment Advisory held 30,545 shares of JPMorgan Active Bond ETF worth $1.63M as of Q2 2026.
Cary Street Partners Investment Advisory bought 13,363 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $715K.
JPMorgan Active Bond ETF made up 0.33% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #77 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Active Bond ETF in Q4 2024 and has held it in 7 quarters since.
238 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.