CGN Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

CGN 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	$15.5M	Sell	290,493 -2,306	-0.8%	-$123K	1.13%	17
2026 Q1	$15.7M	Buy	292,799 +11,710	+4%	+$634K	1.24%	16
2025 Q4	$15.2M	Buy	281,089 +5,354	+2%	+$291K	1.2%	16
2025 Q3	$14.9M	Buy	275,735 +20,755	+8%	+$1.11M	1.23%	15
2025 Q2	$13.7M	Sell	254,980 -51,511	-17%	-$2.73M	1.22%	18
2025 Q1	$16.4M	Buy	306,491 +41,502	+16%	+$2.19M	1.61%	14
2024 Q4	$13.8M	Buy	264,989 +78,732	+42%	+$4.18M	1.35%	17
2024 Q3	$10.2M	Buy	186,257 +98,534	+112%	+$5.29M	1.02%	21
2024 Q2	$4.58M	Buy	+87,723	New	+$4.54M	0.53%	41

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

CGN Advisors's JBND Position: Q2 2026 in Review

CGN Advisors reduced its JPMorgan Active Bond ETF (JBND) stake by 0.79% in Q2 2026, selling an estimated $123K and leaving 290,493 shares worth $15.5M. The position accounts for 1.13% of the portfolio, ranked #17.

CGN Advisors first reported a position in JBND in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.4M in Q1 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

CGN Advisors held 290,493 shares of JPMorgan Active Bond ETF worth $15.5M as of Q2 2026.
CGN Advisors sold 2,306 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $123K.
JPMorgan Active Bond ETF made up 1.13% of CGN Advisors's portfolio in Q2 2026, its #17 holding.
CGN Advisors first reported a position in JPMorgan Active Bond ETF in Q2 2024 and has held it in 9 quarters since.
CGN Advisors's JPMorgan Active Bond ETF position peaked at $16.4M in Q1 2025.
326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.