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Chapin Davis’s JPMorgan Active Bond ETF JBND Stock Holding History

Chapin Davis’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 		$584K Hold
10,915
– – 0.1% 135
2026
Q1 		$587K Sell
10,915
-500
-4% -$27.1K 0.13% 142
2025
Q4 		$617K Buy
11,415
+100
+0.9% +$5.43K 0.14% 131
2025
Q3 		$613K Hold
11,315
– – 0.15% 132
2025
Q2 		$606K Hold
11,315
– – 0.17% 123
2025
Q1 		$606K Buy
+11,315
New +$597K 0.21% 106

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Chapin Davis's JBND Position: Q2 2026 in Review

Chapin Davis held its JPMorgan Active Bond ETF (JBND) position steady in Q2 2026 at 10,915 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #135.

Chapin Davis first reported a position in JBND in Q1 2025 and has held it in 6 quarters since. The position peaked at $617K in Q4 2025. 326 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • Chapin Davis held 10,915 shares of JPMorgan Active Bond ETF worth $584K as of Q2 2026.
  • Chapin Davis left its JPMorgan Active Bond ETF share count unchanged in Q2 2026.
  • JPMorgan Active Bond ETF made up 0.1% of Chapin Davis's portfolio in Q2 2026, its #135 holding.
  • Chapin Davis first reported a position in JPMorgan Active Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Chapin Davis's JPMorgan Active Bond ETF position peaked at $617K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.