Cerity Partners
JBND icon

Cerity Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

Cerity Partners’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 		$216K Sell
4,010
-13,047
-76% -$706K ﹤0.01% 2841
2025
Q4 		$922K Buy
+17,057
New +$926K ﹤0.01% 1752

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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
PAG
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

Cerity Partners's JBND Position: Q1 2026 in Review

Cerity Partners reduced its JPMorgan Active Bond ETF (JBND) stake by 76% in Q1 2026, selling an estimated $706K and leaving 4,010 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Cerity Partners first reported a position in JBND in Q4 2025 and has held it in 2 quarters since. The position peaked at $922K in Q4 2025. 309 funds tracked by Wall St. Rank hold JBND as of Q1 2026.

  • Cerity Partners held 4,010 shares of JPMorgan Active Bond ETF worth $216K as of Q1 2026.
  • Cerity Partners sold 13,047 JPMorgan Active Bond ETF shares in Q1 2026, an estimated $706K.
  • JPMorgan Active Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2841 holding.
  • Cerity Partners first reported a position in JPMorgan Active Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cerity Partners's JPMorgan Active Bond ETF position peaked at $922K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.