Clear Trail Advisors’s JPMorgan Active Bond ETF JBND Stock Holding History

Clear Trail 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	$16.2M	Buy	302,710 +28,632	+10%	+$1.53M	2.47%	12
2026 Q1	$14.7M	Buy	+274,078	New	+$14.8M	2.45%	13

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

Clear Trail Advisors's JBND Position: Q2 2026 in Review

Clear Trail Advisors increased its JPMorgan Active Bond ETF (JBND) stake by 10% in Q2 2026, buying an estimated $1.53M and bringing the position to 302,710 shares worth $16.2M. The position accounts for 2.47% of the portfolio, ranked #12.

Clear Trail Advisors first reported a position in JBND in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

Clear Trail Advisors held 302,710 shares of JPMorgan Active Bond ETF worth $16.2M as of Q2 2026.
Clear Trail Advisors bought 28,632 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $1.53M.
JPMorgan Active Bond ETF made up 2.47% of Clear Trail Advisors's portfolio in Q2 2026, its #12 holding.
Clear Trail Advisors first reported a position in JPMorgan Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
325 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.